+274.7%
IONQ vs DHI
+112.1%
+162.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.0% | +5.4% | +3.9% |
| 7D | +7.1% | -2.0% | +9.2% | +8.1% |
| 30D | -8.9% | -8.3% | -0.6% | -5.2% |
| 3M | -35.6% | -3.7% | -31.8% | -35.4% |
| 6M | +13.3% | -5.4% | +18.7% | +14.6% |
| YTD | -9.8% | -3.0% | -6.8% | -11.3% |
| 1Y | -1.3% | -23.8% | +22.5% | +9.0% |
| 3Y | +109.3% | +21.8% | +87.5% | +54.5% |
| 5Y | +304.7% | +59.6% | +245.1% | +138.4% |
| All | +274.7% | +112.1% | +162.6% | +88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling