+75.3%
IONQ vs NU
+6.9%
+68.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +2.5% | +21.0% | +22.1% |
| 7D | +8.6% | +3.6% | +5.0% | +6.8% |
| 30D | -21.1% | -22.8% | +1.7% | -9.9% |
| 3M | -17.9% | -14.8% | -3.1% | -12.9% |
| 6M | -37.9% | -16.9% | -21.0% | -33.9% |
| YTD | -27.3% | -28.1% | +0.8% | -16.4% |
| 1Y | -43.2% | -24.5% | -18.7% | -36.4% |
| 3Y | +191.0% | +44.8% | +146.2% | +115.1% |
| All | +75.3% | +6.9% | +68.3% | +15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling