+304.7%
IONQ vs NUE
+142.0%
+162.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.8% | +4.2% | +3.4% |
| 7D | +7.1% | +1.8% | +5.3% | +5.9% |
| 30D | -8.9% | -6.0% | -3.0% | -6.0% |
| 3M | -35.6% | +1.4% | -37.0% | -37.1% |
| 6M | +13.3% | +52.8% | -39.6% | -11.7% |
| YTD | -9.8% | +58.1% | -67.9% | -31.3% |
| 1Y | -1.3% | +80.4% | -81.7% | -30.5% |
| 3Y | +109.3% | +62.3% | +47.0% | +48.7% |
| 5Y | +304.7% | +146.2% | +158.5% | +128.1% |
| All | +304.7% | +142.0% | +162.7% | +128.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling