+227.2%
IONQ vs NUE
+401.4%
-174.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.7% | +6.6% | +7.5% |
| 7D | +25.5% | -10.2% | +35.7% | +32.2% |
| 30D | -11.4% | -0.4% | -11.0% | -11.2% |
| 3M | -20.5% | -8.4% | -12.1% | -17.4% |
| 6M | -28.2% | +10.1% | -38.3% | -32.2% |
| YTD | -21.2% | +54.1% | -75.3% | -36.9% |
| 1Y | -40.4% | +74.7% | -115.1% | -55.0% |
| 3Y | +214.7% | +72.0% | +142.7% | +129.9% |
| 5Y | +56.9% | +136.4% | -79.5% | +4.3% |
| All | +227.2% | +401.4% | -174.2% | +89.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling