-39.1%
IONQ vs UPS
+23.1%
-62.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -1.8% | -7.6% | -8.7% |
| 7D | +16.8% | -0.6% | +17.4% | +16.9% |
| 30D | -11.1% | +16.4% | -27.6% | -16.1% |
| 3M | -31.7% | +7.9% | -39.6% | -33.7% |
| 6M | -44.8% | +15.8% | -60.6% | -48.6% |
| YTD | -31.2% | +16.6% | -47.8% | -31.7% |
| 1Y | -39.1% | +22.3% | -61.4% | -38.2% |
| All | -39.1% | +23.1% | -62.3% | -38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling