+215.4%
IONQ vs NUE
+425.8%
-210.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.9% | -4.6% | -3.6% |
| 7D | +15.3% | -2.4% | +17.7% | +16.8% |
| 30D | -6.1% | +3.8% | -9.9% | -7.7% |
| 3M | -21.6% | -3.7% | -17.9% | -20.5% |
| 6M | -40.1% | +13.2% | -53.3% | -44.3% |
| YTD | -24.1% | +61.6% | -85.7% | -40.6% |
| 1Y | -37.4% | +83.6% | -121.0% | -53.9% |
| 3Y | +219.5% | +78.6% | +140.9% | +129.1% |
| 5Y | +76.9% | +148.0% | -71.0% | +14.8% |
| All | +215.4% | +425.8% | -210.5% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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