-6.2%
IONQ vs NVDX
+34.6%
-40.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.2% | +0.8% |
| 7D | +0.8% | +11.6% | -10.8% | -3.1% |
| 30D | -1.0% | +7.5% | -8.6% | -3.6% |
| 3M | -39.8% | +2.1% | -41.9% | -41.0% |
| 6M | +6.4% | +35.5% | -29.1% | -5.3% |
| YTD | -11.9% | +24.1% | -36.0% | -22.7% |
| 1Y | -6.2% | +33.0% | -39.1% | -11.1% |
| All | -6.2% | +34.6% | -40.7% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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