+558.0%
IONQ vs NXT
+208.8%
+349.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -6.9% | -2.4% | -7.2% |
| 7D | +16.8% | -6.0% | +22.8% | +19.4% |
| 30D | -11.1% | +5.4% | -16.6% | -12.5% |
| 3M | -31.7% | -9.7% | -22.0% | -29.8% |
| 6M | -44.8% | -25.3% | -19.4% | -40.2% |
| YTD | -31.2% | +7.5% | -38.7% | -33.6% |
| 1Y | -39.1% | -3.0% | -36.1% | -39.4% |
| 3Y | +189.5% | +171.4% | +18.1% | +101.7% |
| All | +558.0% | +208.8% | +349.2% | +302.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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