+224.0%
IONQ vs HD
+52.3%
+171.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.4% |
| 7D | +16.7% | +5.2% | +11.5% | +10.9% |
| 30D | -12.3% | +20.7% | -33.0% | -27.6% |
| 3M | -17.7% | +0.8% | -18.5% | -20.0% |
| 6M | -28.9% | +12.2% | -41.2% | -39.3% |
| YTD | -22.0% | +4.2% | -26.2% | -29.6% |
| 1Y | -36.8% | -2.6% | -34.2% | -39.5% |
| 3Y | +228.2% | +30.0% | +198.2% | +120.7% |
| 5Y | +91.9% | +8.1% | +83.8% | +57.7% |
| All | +224.0% | +52.3% | +171.7% | +156.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling