+190.5%
IONQ vs NVT
+115.2%
+75.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +8.0% | +15.5% | +17.1% |
| 7D | +8.6% | -15.7% | +24.3% | +23.5% |
| 30D | -21.1% | -36.6% | +15.5% | +11.6% |
| 3M | -17.9% | -34.8% | +17.0% | +12.0% |
| 6M | -37.9% | -38.2% | +0.3% | -11.7% |
| YTD | -27.3% | +4.8% | -32.1% | -35.9% |
| 1Y | -43.2% | -2.8% | -40.4% | -46.1% |
| All | +190.5% | +115.2% | +75.3% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 3y: compounded portfolio wealth divided by compounded NVT 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…
3y analysis · Full analysis span regression · 6 months rolling