+167.4%
IONQ vs HD
+51.3%
+116.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.1% | -6.5% | -6.5% |
| 7D | -11.5% | +1.5% | -13.0% | -12.5% |
| 30D | -8.1% | +18.0% | -26.1% | -22.4% |
| 3M | -35.8% | +2.8% | -38.6% | -38.6% |
| 6M | -47.7% | +17.0% | -64.7% | -57.1% |
| YTD | -35.6% | +3.5% | -39.2% | -41.5% |
| 1Y | -36.4% | -2.6% | -33.8% | -39.2% |
| 3Y | +150.0% | +30.7% | +119.3% | +67.0% |
| 5Y | +43.3% | +6.2% | +37.1% | +18.9% |
| All | +167.4% | +51.3% | +116.1% | +113.3% |
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