+167.4%
IONQ vs NUE
+406.4%
-239.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.5% | -3.0% | -4.8% |
| 7D | -11.5% | +2.8% | -14.2% | -12.5% |
| 30D | -8.1% | -2.1% | -6.0% | -7.0% |
| 3M | -35.8% | -7.3% | -28.5% | -33.7% |
| 6M | -47.7% | +8.9% | -56.6% | -50.4% |
| YTD | -35.6% | +55.6% | -91.2% | -48.7% |
| 1Y | -36.4% | +74.7% | -111.1% | -52.0% |
| 3Y | +150.0% | +71.7% | +78.4% | +82.8% |
| 5Y | +43.3% | +141.2% | -97.9% | -5.4% |
| All | +167.4% | +406.4% | -239.0% | +54.4% |
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