-39.1%
IONQ vs U
+19.5%
-58.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.1% | -10.5% | -9.8% |
| 7D | +16.8% | +2.8% | +13.9% | +15.8% |
| 30D | -11.1% | +7.6% | -18.8% | -13.9% |
| 3M | -31.7% | +12.7% | -44.4% | -35.4% |
| 6M | -44.8% | +87.0% | -131.7% | -57.9% |
| YTD | -31.2% | +13.6% | -44.8% | -42.2% |
| 1Y | -39.1% | +25.3% | -64.4% | -53.2% |
| All | -39.1% | +19.5% | -58.6% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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