+265.9%
IONQ vs UNH
+24.3%
+241.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.4% |
| 7D | +0.8% | +1.1% | -0.2% | +0.7% |
| 30D | -1.0% | -3.8% | +2.8% | -0.6% |
| 3M | -39.8% | +0.7% | -40.6% | -40.0% |
| 6M | +6.4% | +37.9% | -31.4% | +1.1% |
| YTD | -11.9% | +21.9% | -33.9% | -15.6% |
| 1Y | -6.2% | +31.4% | -37.5% | -11.1% |
| 3Y | +125.7% | -11.4% | +137.1% | +113.3% |
| 5Y | +296.0% | +2.5% | +293.5% | +242.6% |
| All | +265.9% | +24.3% | +241.7% | +178.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling