-36.2%
IONQ vs HD
-1.7%
-34.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.9% | +5.4% | +8.5% |
| 7D | +25.5% | +3.6% | +21.9% | +25.8% |
| 30D | -11.4% | +21.6% | -33.0% | -11.2% |
| 3M | -20.5% | +0.1% | -20.6% | -19.9% |
| 6M | -28.2% | +13.0% | -41.2% | -27.9% |
| YTD | -21.2% | +4.9% | -26.2% | -22.3% |
| All | -36.2% | -1.7% | -34.5% | -38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling