+56.9%
IONQ vs HD
+8.5%
+48.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.9% | +5.4% | +5.5% |
| 7D | +25.5% | +3.6% | +21.9% | +20.3% |
| 30D | -11.4% | +21.6% | -33.0% | -28.5% |
| 3M | -20.5% | +0.1% | -20.6% | -22.2% |
| 6M | -28.2% | +13.0% | -41.2% | -40.0% |
| YTD | -21.2% | +4.9% | -26.2% | -30.1% |
| 1Y | -40.4% | -2.1% | -38.3% | -43.4% |
| 3Y | +214.7% | +32.6% | +182.1% | +92.1% |
| 5Y | +56.9% | +8.2% | +48.6% | +14.9% |
| All | +56.9% | +8.5% | +48.3% | +14.9% |
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