-44.7%
IONQ vs DHI
+9.6%
-54.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +8.1% | -9.6% | -2.4% |
| 7D | -8.9% | +9.8% | -18.7% | -10.2% |
| 30D | -31.3% | +17.8% | -49.1% | -33.1% |
| 3M | -29.2% | +4.7% | -33.9% | -30.1% |
| 6M | -35.4% | +10.0% | -45.5% | -37.1% |
| YTD | -34.2% | +10.0% | -44.1% | -37.8% |
| 1Y | -44.7% | +9.1% | -53.8% | -50.7% |
| All | -44.7% | +9.6% | -54.3% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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