+202.0%
IONQ vs UPS
-17.2%
+219.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.5% | +25.9% | +25.0% |
| 7D | +8.6% | 0.0% | +8.5% | +8.1% |
| 30D | -21.1% | +17.3% | -38.4% | -29.4% |
| 3M | -17.9% | +6.6% | -24.5% | -22.0% |
| 6M | -37.9% | +12.0% | -50.0% | -43.7% |
| YTD | -27.3% | +14.4% | -41.7% | -35.6% |
| 1Y | -43.2% | +23.3% | -66.5% | -52.6% |
| 3Y | +191.0% | -9.6% | +200.6% | +188.2% |
| 5Y | +69.3% | -34.1% | +103.4% | +106.7% |
| All | +202.0% | -17.2% | +219.2% | +210.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling