+109.3%
IONQ vs UNH
-11.7%
+120.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.4% |
| 7D | +7.1% | +1.1% | +6.0% | +7.1% |
| 30D | -8.9% | -1.5% | -7.4% | -8.9% |
| 3M | -35.6% | -0.8% | -34.7% | -35.6% |
| 6M | +13.3% | +41.8% | -28.5% | +11.5% |
| YTD | -9.8% | +23.1% | -32.9% | -11.6% |
| 1Y | -1.3% | +28.5% | -29.8% | -3.2% |
| 3Y | +109.3% | -11.8% | +121.0% | +99.5% |
| All | +109.3% | -11.7% | +120.9% | +99.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling