-44.7%
IONQ vs UNP
+44.1%
-88.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -0.5% |
| 7D | -8.9% | +3.6% | -12.5% | -6.9% |
| 30D | -31.3% | +11.4% | -42.6% | -26.6% |
| 3M | -29.2% | +4.6% | -33.8% | -26.9% |
| 6M | -35.4% | +18.3% | -53.7% | -28.3% |
| YTD | -34.2% | +35.4% | -69.6% | -21.3% |
| 1Y | -44.7% | +42.6% | -87.3% | -37.4% |
| All | -44.7% | +44.1% | -88.8% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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