+185.7%
IONQ vs UUUU
+53.6%
+132.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.6% | -5.8% | -7.9% |
| 7D | +16.8% | +1.4% | +15.4% | +16.1% |
| 30D | -11.1% | -27.9% | +16.8% | +2.4% |
| 3M | -31.7% | -53.8% | +22.1% | -5.5% |
| 6M | -44.8% | -68.1% | +23.3% | -10.8% |
| YTD | -31.2% | -54.1% | +22.8% | -5.7% |
| 1Y | -39.1% | -57.8% | +18.6% | -13.6% |
| 3Y | +189.5% | -15.4% | +204.9% | +175.9% |
| 5Y | +53.2% | -39.2% | +92.4% | +40.3% |
| All | +185.7% | +53.6% | +132.2% | +152.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling