-39.1%
IONQ vs NU
-28.1%
-11.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -4.0% | -5.4% | -7.8% |
| 7D | +16.8% | +0.8% | +16.0% | +16.9% |
| 30D | -11.1% | -24.1% | +12.9% | -2.1% |
| 3M | -31.7% | -12.8% | -19.0% | -29.3% |
| 6M | -44.8% | -10.9% | -33.9% | -43.1% |
| YTD | -31.2% | -29.3% | -1.9% | -21.7% |
| 1Y | -39.1% | -26.9% | -12.3% | -33.1% |
| All | -39.1% | -28.1% | -11.0% | -33.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling