-47.7%
IONQ vs DHI
+2.9%
-50.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.8% | -7.2% | -6.5% |
| 7D | -11.5% | -4.1% | -7.4% | -11.3% |
| 30D | -8.1% | +9.3% | -17.4% | -11.7% |
| 3M | -35.8% | -2.6% | -33.2% | -36.8% |
| 6M | -47.7% | +4.1% | -51.8% | -51.0% |
| All | -47.7% | +2.9% | -50.6% | -51.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling