+294.8%
IONQ vs HD
+10.1%
+284.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.3% | +0.3% |
| 7D | +0.8% | -2.1% | +2.9% | +3.1% |
| 30D | -1.0% | -8.4% | +7.4% | +8.5% |
| 3M | -39.8% | +4.3% | -44.2% | -44.5% |
| 6M | +6.4% | -11.1% | +17.6% | +18.0% |
| YTD | -11.9% | -4.7% | -7.3% | -12.1% |
| 1Y | -6.2% | -19.8% | +13.7% | +13.4% |
| 3Y | +125.7% | +4.1% | +121.6% | +90.3% |
| All | +294.8% | +10.1% | +284.7% | +164.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling