+253.1%
IONQ vs UPS
-24.1%
+277.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.3% | -4.5% | -4.9% |
| 7D | +1.3% | -3.7% | +5.0% | +3.9% |
| 30D | -10.3% | -3.7% | -6.6% | -8.1% |
| 3M | -32.7% | -6.6% | -26.2% | -30.4% |
| 6M | +6.3% | +2.6% | +3.8% | +2.9% |
| YTD | -15.0% | +4.8% | -19.8% | -19.5% |
| 1Y | -13.3% | +25.3% | -38.6% | -28.9% |
| 3Y | +97.2% | -26.9% | +124.1% | +131.1% |
| 5Y | +278.7% | -33.5% | +312.3% | +370.9% |
| All | +253.1% | -24.1% | +277.3% | +288.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 10y: compounded portfolio wealth divided by compounded UPS 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…
10y analysis · Full analysis span regression · 6 months rolling