+268.4%
IONQ vs DHI
+56.7%
+211.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -2.1% |
| 7D | -5.6% | -6.1% | +0.5% | -2.5% |
| 30D | -15.2% | -10.1% | -5.1% | -10.6% |
| 3M | -34.9% | -7.3% | -27.6% | -33.1% |
| 6M | +4.9% | -6.1% | +11.0% | +6.5% |
| YTD | -17.9% | -5.0% | -12.9% | -18.6% |
| 1Y | -16.0% | -22.1% | +6.1% | -7.9% |
| 3Y | +90.5% | +19.2% | +71.3% | +33.2% |
| 5Y | +268.4% | +59.4% | +209.0% | +87.5% |
| All | +268.4% | +56.7% | +211.7% | +87.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling