+126.0%
IONQ vs SPXU
-81.1%
+207.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +2.6% |
| 7D | +0.8% | -0.1% | +0.9% | +0.9% |
| 30D | -1.0% | +0.8% | -1.9% | +0.7% |
| 3M | -39.8% | -4.7% | -35.1% | -39.5% |
| 6M | +6.4% | -29.6% | +36.1% | -15.8% |
| YTD | -11.9% | -29.9% | +17.9% | -29.3% |
| 1Y | -6.2% | -39.1% | +32.9% | -31.6% |
| All | +126.0% | -81.1% | +207.0% | -6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling