+150.0%
IONQ vs UPS
-4.2%
+154.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.8% | -8.2% | -7.4% |
| 7D | -11.5% | +3.8% | -15.3% | -13.1% |
| 30D | -8.1% | +17.4% | -25.4% | -16.0% |
| 3M | -35.8% | +8.2% | -44.0% | -38.9% |
| 6M | -47.7% | +17.9% | -65.7% | -53.1% |
| YTD | -35.6% | +18.7% | -54.3% | -42.9% |
| 1Y | -36.4% | +24.8% | -61.2% | -45.6% |
| 3Y | +150.0% | -4.5% | +154.6% | +80.6% |
| All | +150.0% | -4.2% | +154.2% | +80.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling