-40.1%
IONQ vs NTR
+5.7%
-45.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -1.9% | -3.1% |
| 7D | +15.3% | -0.6% | +15.9% | +14.9% |
| 30D | -6.1% | +5.4% | -11.5% | -3.0% |
| 3M | -21.6% | +7.3% | -28.9% | -15.0% |
| 6M | -40.1% | +2.2% | -42.3% | -31.1% |
| All | -40.1% | +5.7% | -45.8% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded NTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling