-44.7%
IONQ vs UNH
+28.3%
-72.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.5% |
| 7D | -8.9% | +0.6% | -9.5% | -8.9% |
| 30D | -31.3% | +8.1% | -39.4% | -31.2% |
| 3M | -29.2% | +1.1% | -30.3% | -29.1% |
| 6M | -35.4% | +11.7% | -47.2% | -35.8% |
| YTD | -34.2% | +26.5% | -60.6% | -37.8% |
| 1Y | -44.7% | +27.0% | -71.7% | -47.8% |
| All | -44.7% | +28.3% | -72.9% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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