+108.3%
IONQ vs U
+13.4%
+94.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.8% |
| 7D | +0.8% | -3.8% | +4.6% | +2.7% |
| 30D | -1.0% | +17.5% | -18.5% | -9.0% |
| 3M | -39.8% | +38.7% | -78.5% | -49.0% |
| 6M | +6.4% | +104.4% | -98.0% | -26.2% |
| YTD | -11.9% | -5.7% | -6.2% | -15.7% |
| 1Y | -6.2% | +3.7% | -9.8% | -15.7% |
| All | +108.3% | +13.4% | +94.9% | +90.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling