+109.3%
IONQ vs UUUU
+99.2%
+10.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +1.9% |
| 7D | +7.1% | +2.8% | +4.3% | +5.8% |
| 30D | -8.9% | +3.4% | -12.3% | -10.3% |
| 3M | -35.6% | -3.9% | -31.7% | -34.2% |
| 6M | +13.3% | -23.2% | +36.4% | +27.1% |
| YTD | -9.8% | +0.6% | -10.4% | -10.7% |
| 1Y | -1.3% | +22.9% | -24.2% | -13.5% |
| 3Y | +109.3% | +98.6% | +10.6% | +28.2% |
| All | +109.3% | +99.2% | +10.1% | +28.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling