-36.8%
IONQ vs URA
-30.3%
-6.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.5% | +4.8% | +4.4% |
| 7D | +16.7% | +0.3% | +16.4% | +17.4% |
| 30D | -12.3% | -14.8% | +2.5% | +6.6% |
| 3M | -17.7% | -25.3% | +7.6% | +14.7% |
| 6M | -28.9% | -39.9% | +11.0% | +26.7% |
| YTD | -22.0% | -22.4% | +0.4% | -1.4% |
| 1Y | -36.8% | -29.0% | -7.8% | -8.1% |
| All | -36.8% | -30.3% | -6.5% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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