+265.9%
IONQ vs HAL
+114.0%
+152.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.5% |
| 7D | +0.8% | +2.9% | -2.1% | -0.3% |
| 30D | -1.0% | +17.0% | -18.1% | -7.2% |
| 3M | -39.8% | -9.7% | -30.2% | -37.7% |
| 6M | +6.4% | +8.6% | -2.2% | +0.9% |
| YTD | -11.9% | +33.0% | -44.9% | -23.5% |
| 1Y | -6.2% | +68.3% | -74.5% | -26.3% |
| 3Y | +125.7% | +0.1% | +125.6% | +109.9% |
| 5Y | +296.0% | +102.6% | +193.4% | +204.1% |
| All | +265.9% | +114.0% | +152.0% | +172.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling