+202.0%
IONQ vs HD
+49.0%
+153.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.8% | +25.3% | +25.1% |
| 7D | +8.6% | +4.3% | +4.3% | +3.2% |
| 30D | -21.1% | +20.2% | -41.3% | -35.0% |
| 3M | -17.9% | -1.0% | -16.9% | -18.8% |
| 6M | -37.9% | +7.9% | -45.9% | -45.1% |
| YTD | -27.3% | +2.0% | -29.3% | -33.1% |
| 1Y | -43.2% | -4.3% | -38.9% | -44.8% |
| 3Y | +191.0% | +25.9% | +165.1% | +101.4% |
| 5Y | +69.3% | +5.8% | +63.4% | +41.7% |
| All | +202.0% | +49.0% | +153.0% | +143.7% |
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