-36.2%
IONQ vs NU
-23.2%
-12.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.7% | +5.6% | +7.2% |
| 7D | +25.5% | +6.4% | +19.1% | +22.8% |
| 30D | -11.4% | -23.3% | +11.9% | -2.9% |
| 3M | -20.5% | -10.7% | -9.8% | -18.4% |
| 6M | -28.2% | -10.4% | -17.8% | -26.0% |
| YTD | -21.2% | -26.2% | +4.9% | -12.2% |
| All | -36.2% | -23.2% | -12.9% | -31.8% |
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