-36.8%
IONQ vs URI
+30.2%
-67.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.2% |
| 7D | +16.7% | -6.0% | +22.6% | +19.1% |
| 30D | -12.3% | +4.6% | -16.9% | -13.2% |
| 3M | -17.7% | -2.7% | -15.0% | -17.0% |
| 6M | -28.9% | +18.4% | -47.3% | -31.3% |
| YTD | -22.0% | +37.4% | -59.4% | -32.9% |
| 1Y | -36.8% | +30.4% | -67.2% | -40.1% |
| All | -36.8% | +30.2% | -67.0% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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