+104.9%
IONQ vs NU
+33.3%
+71.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.2% | -3.6% | -4.5% |
| 7D | +1.3% | -2.6% | +3.9% | +2.9% |
| 30D | -10.3% | +8.2% | -18.5% | -14.6% |
| 3M | -32.7% | +26.3% | -59.0% | -41.5% |
| 6M | +6.3% | +2.2% | +4.1% | +4.0% |
| YTD | -15.0% | -10.4% | -4.6% | -11.4% |
| 1Y | -13.3% | -3.0% | -10.3% | -13.3% |
| 3Y | +97.2% | +120.3% | -23.1% | +18.7% |
| All | +104.9% | +33.3% | +71.6% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 10y: compounded portfolio wealth divided by compounded NU 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…
10y analysis · Full analysis span regression · 6 months rolling