+265.9%
IONQ vs HBAN
+69.9%
+196.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | +0.8% | +0.7% | +0.2% | +0.3% |
| 30D | -1.0% | -3.2% | +2.2% | +1.5% |
| 3M | -39.8% | +4.0% | -43.8% | -42.1% |
| 6M | +6.4% | +3.1% | +3.3% | +3.4% |
| YTD | -11.9% | 0.0% | -12.0% | -13.3% |
| 1Y | -6.2% | -1.2% | -5.0% | -6.9% |
| 3Y | +125.7% | +72.5% | +53.2% | +56.6% |
| 5Y | +296.0% | +39.3% | +256.7% | +200.7% |
| All | +265.9% | +69.9% | +196.0% | +178.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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