+135.8%
IONQ vs HD
+28.2%
+107.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -1.5% | -9.0% | -9.6% |
| 7D | -16.7% | +6.4% | -23.0% | -20.1% |
| 30D | -38.9% | +22.1% | -61.0% | -47.0% |
| 3M | -33.8% | -0.2% | -33.6% | -33.9% |
| 6M | -44.9% | +12.6% | -57.5% | -50.6% |
| YTD | -41.1% | +3.9% | -45.0% | -44.8% |
| 1Y | -52.3% | -3.7% | -48.6% | -52.2% |
| All | +135.8% | +28.2% | +107.5% | +56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling