-44.7%
IONQ vs SPXU
-30.4%
-14.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.9% | +3.4% | -7.3% |
| 7D | -8.9% | +2.2% | -11.1% | -6.1% |
| 30D | -31.3% | +3.8% | -35.0% | -26.9% |
| 3M | -29.2% | +3.3% | -32.5% | -24.0% |
| 6M | -35.4% | -16.7% | -18.7% | -41.5% |
| YTD | -34.2% | -28.6% | -5.5% | -46.1% |
| 1Y | -44.7% | -30.6% | -14.1% | -55.2% |
| All | -44.7% | -30.4% | -14.3% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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