+227.2%
IONQ vs UPS
-15.2%
+242.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.5% | +5.9% | +6.7% |
| 7D | +25.5% | +1.1% | +24.3% | +24.2% |
| 30D | -11.4% | +17.3% | -28.7% | -20.6% |
| 3M | -20.5% | +7.9% | -28.3% | -25.0% |
| 6M | -28.2% | +13.7% | -42.0% | -35.5% |
| YTD | -21.2% | +17.2% | -38.4% | -31.3% |
| 1Y | -40.4% | +23.2% | -63.6% | -50.1% |
| 3Y | +214.7% | -5.9% | +220.6% | +203.0% |
| 5Y | +56.9% | -33.1% | +89.9% | +89.0% |
| All | +227.2% | -15.2% | +242.4% | +231.9% |
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