-13.3%
IONQ vs WU
-11.2%
-2.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.9% | -4.9% | -5.7% |
| 7D | +1.3% | -4.9% | +6.3% | +1.7% |
| 30D | -10.3% | -1.3% | -9.0% | -10.3% |
| 3M | -32.7% | -3.6% | -29.2% | -34.6% |
| 6M | +6.3% | -24.3% | +30.7% | +9.8% |
| YTD | -15.0% | -21.1% | +6.1% | -13.3% |
| 1Y | -13.3% | -10.3% | -3.0% | -17.6% |
| All | -13.3% | -11.2% | -2.1% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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