+265.9%
IONQ vs HAS
+23.3%
+242.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.6% |
| 7D | +0.8% | -1.8% | +2.6% | +2.0% |
| 30D | -1.0% | +2.3% | -3.3% | -2.8% |
| 3M | -39.8% | +10.4% | -50.2% | -44.7% |
| 6M | +6.4% | -3.2% | +9.7% | +5.7% |
| YTD | -11.9% | +15.4% | -27.3% | -24.1% |
| 1Y | -6.2% | +18.8% | -25.0% | -22.0% |
| 3Y | +125.7% | +43.9% | +81.8% | +55.3% |
| 5Y | +296.0% | +13.9% | +282.1% | +236.4% |
| All | +265.9% | +23.3% | +242.6% | +204.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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