+52.8%
IONQ vs HD
+5.3%
+47.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.8% | +25.3% | +25.2% |
| 7D | +8.6% | +4.3% | +4.3% | +2.8% |
| 30D | -21.1% | +20.2% | -41.3% | -36.0% |
| 3M | -17.9% | -1.0% | -16.9% | -18.9% |
| 6M | -37.9% | +7.9% | -45.9% | -45.7% |
| YTD | -27.3% | +2.0% | -29.3% | -33.8% |
| 1Y | -43.2% | -4.3% | -38.9% | -45.1% |
| 3Y | +191.0% | +25.9% | +165.1% | +88.1% |
| All | +52.8% | +5.3% | +47.5% | +11.3% |
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 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