+304.7%
IONQ vs HCA
+66.8%
+237.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.1% | +2.6% |
| 7D | +7.1% | -2.8% | +9.9% | +8.1% |
| 30D | -8.9% | -2.7% | -6.2% | -8.1% |
| 3M | -35.6% | +11.5% | -47.0% | -38.6% |
| 6M | +13.3% | -24.3% | +37.5% | +24.5% |
| YTD | -9.8% | -13.6% | +3.8% | -7.6% |
| 1Y | -1.3% | -3.2% | +1.9% | -4.4% |
| 3Y | +109.3% | +50.4% | +58.8% | +49.5% |
| 5Y | +304.7% | +64.8% | +239.9% | +150.2% |
| All | +304.7% | +66.8% | +237.9% | +150.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 5y: compounded portfolio wealth divided by compounded HCA 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…
5y analysis · Full analysis span regression · 6 months rolling