+265.9%
IONQ vs WU
-50.1%
+316.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.2% | +1.6% |
| 7D | +0.8% | -0.8% | +1.6% | +1.1% |
| 30D | -1.0% | -1.1% | +0.1% | -0.9% |
| 3M | -39.8% | -3.9% | -36.0% | -40.4% |
| 6M | +6.4% | -20.7% | +27.1% | +13.9% |
| YTD | -11.9% | -18.4% | +6.4% | -7.5% |
| 1Y | -6.2% | -8.1% | +1.9% | -7.0% |
| 3Y | +125.7% | -24.2% | +149.9% | +140.0% |
| 5Y | +296.0% | -50.4% | +346.4% | +338.0% |
| All | +265.9% | -50.1% | +316.1% | +305.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling