-6.2%
IONQ vs NVS
+27.7%
-33.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +1.0% |
| 7D | +0.8% | +4.0% | -3.2% | +1.5% |
| 30D | -1.0% | +3.6% | -4.6% | -0.2% |
| 3M | -39.8% | +7.8% | -47.6% | -38.9% |
| 6M | +6.4% | -0.2% | +6.6% | +4.7% |
| YTD | -11.9% | +19.6% | -31.5% | -6.8% |
| 1Y | -6.2% | +28.4% | -34.5% | +6.2% |
| All | -6.2% | +27.7% | -33.9% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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