+144.7%
IONQ vs HD
+51.8%
+92.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -1.5% | -9.0% | -9.1% |
| 7D | -16.7% | +6.4% | -23.0% | -21.9% |
| 30D | -38.9% | +22.1% | -61.0% | -50.2% |
| 3M | -33.8% | -0.2% | -33.6% | -34.8% |
| 6M | -44.9% | +12.6% | -57.5% | -53.0% |
| YTD | -41.1% | +3.9% | -45.0% | -46.5% |
| 1Y | -52.3% | -3.7% | -48.6% | -53.6% |
| 3Y | +128.2% | +27.9% | +100.4% | +56.5% |
| 5Y | +37.2% | +7.8% | +29.3% | +13.3% |
| All | +144.7% | +51.8% | +92.9% | +94.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling