+91.9%
IONQ vs NVMI
+155.4%
-63.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | +0.7% |
| 7D | +16.7% | +7.6% | +9.1% | +11.6% |
| 30D | -12.3% | -7.7% | -4.6% | -5.5% |
| 3M | -17.7% | -15.4% | -2.4% | -6.3% |
| 6M | -28.9% | -37.5% | +8.6% | -0.3% |
| YTD | -22.0% | -0.8% | -21.2% | -25.1% |
| 1Y | -36.8% | +2.4% | -39.2% | -40.5% |
| 3Y | +228.2% | +191.5% | +36.8% | +2.6% |
| 5Y | +91.9% | +156.3% | -64.4% | -34.6% |
| All | +91.9% | +155.4% | -63.4% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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