-43.2%
IONQ vs HAL
+18.9%
-62.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.3% | +23.7% | +23.4% |
| 7D | +8.6% | -12.0% | +20.6% | +9.3% |
| 30D | -21.1% | +0.3% | -21.4% | -20.8% |
| 3M | -17.9% | -1.6% | -16.3% | -17.7% |
| 6M | -37.9% | -20.5% | -17.5% | -36.2% |
| YTD | -27.3% | +14.2% | -41.5% | -38.1% |
| 1Y | -43.2% | +18.9% | -62.1% | -54.6% |
| All | -43.2% | +18.9% | -62.1% | -54.6% |
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