+202.0%
IONQ vs HAL
+83.8%
+118.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.3% | +23.7% | +23.5% |
| 7D | +8.6% | -12.0% | +20.6% | +13.9% |
| 30D | -21.1% | +0.3% | -21.4% | -21.2% |
| 3M | -17.9% | -1.6% | -16.3% | -18.0% |
| 6M | -37.9% | -20.5% | -17.5% | -33.0% |
| YTD | -27.3% | +14.2% | -41.5% | -33.3% |
| 1Y | -43.2% | +18.9% | -62.1% | -48.8% |
| 3Y | +191.0% | -13.7% | +204.7% | +185.2% |
| 5Y | +69.3% | +42.2% | +27.1% | +41.7% |
| All | +202.0% | +83.8% | +118.3% | +137.7% |
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 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