-44.7%
IONQ vs HBM
+47.3%
-91.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.6% | -5.1% | -3.8% |
| 7D | -8.9% | -5.8% | -3.1% | -5.6% |
| 30D | -31.3% | -18.5% | -12.8% | -21.9% |
| 3M | -29.2% | -10.3% | -18.9% | -24.5% |
| 6M | -35.4% | +2.1% | -37.6% | -36.1% |
| YTD | -34.2% | +12.0% | -46.2% | -39.6% |
| 1Y | -44.7% | +49.8% | -94.4% | -60.6% |
| All | -44.7% | +47.3% | -91.9% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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