-6.2%
IONQ vs HBM
+123.0%
-129.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.8% |
| 7D | +0.8% | -6.4% | +7.2% | +4.6% |
| 30D | -1.0% | +5.9% | -6.9% | -3.8% |
| 3M | -39.8% | -8.9% | -30.9% | -37.1% |
| 6M | +6.4% | +10.7% | -4.2% | -0.1% |
| YTD | -11.9% | +38.3% | -50.2% | -23.7% |
| 1Y | -6.2% | +121.3% | -127.5% | -5.2% |
| All | -6.2% | +123.0% | -129.1% | -5.2% |
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