-36.8%
IONQ vs NUE
+79.2%
-116.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.9% | -3.9% | -2.3% |
| 7D | +16.7% | -6.2% | +22.9% | +20.2% |
| 30D | -12.3% | +2.5% | -14.7% | -13.0% |
| 3M | -17.7% | -6.4% | -11.3% | -15.3% |
| 6M | -28.9% | +13.3% | -42.2% | -34.2% |
| YTD | -22.0% | +58.5% | -80.6% | -40.5% |
| 1Y | -36.8% | +81.9% | -118.7% | -55.3% |
| All | -36.8% | +79.2% | -116.0% | -55.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling