+241.1%
IONQ vs NUE
+412.7%
-171.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.0% |
| 7D | -5.6% | -2.7% | -2.9% | -4.4% |
| 30D | -15.2% | -6.1% | -9.1% | -12.8% |
| 3M | -34.9% | +2.2% | -37.2% | -36.5% |
| 6M | +4.9% | +50.8% | -45.9% | -14.6% |
| YTD | -17.9% | +57.5% | -75.4% | -34.8% |
| 1Y | -16.0% | +82.5% | -98.5% | -37.9% |
| 3Y | +90.5% | +61.7% | +28.8% | +43.0% |
| 5Y | +268.4% | +145.1% | +123.3% | +139.1% |
| All | +241.1% | +412.7% | -171.6% | +96.0% |
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