-44.7%
IONQ vs HAL
+25.6%
-70.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.4% |
| 7D | -8.9% | -7.7% | -1.2% | -8.6% |
| 30D | -31.3% | +0.7% | -31.9% | -31.1% |
| 3M | -29.2% | +2.5% | -31.6% | -29.3% |
| 6M | -35.4% | -20.7% | -14.7% | -33.5% |
| YTD | -34.2% | +18.4% | -52.5% | -44.4% |
| 1Y | -44.7% | +25.6% | -70.2% | -57.7% |
| All | -44.7% | +25.6% | -70.2% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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