-36.4%
IONQ vs UNH
+23.6%
-60.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.6% | -7.0% | -6.5% |
| 7D | -11.5% | +3.4% | -14.8% | -11.7% |
| 30D | -8.1% | +3.0% | -11.1% | -8.1% |
| 3M | -35.8% | +2.7% | -38.5% | -35.7% |
| 6M | -47.7% | +2.8% | -50.5% | -47.7% |
| YTD | -35.6% | +25.9% | -61.5% | -39.0% |
| 1Y | -36.4% | +25.8% | -62.2% | -39.5% |
| All | -36.4% | +23.6% | -60.0% | -39.5% |
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