+227.2%
IONQ vs HDB
-23.1%
+250.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.7% | +5.7% | +7.0% |
| 7D | +25.5% | +13.7% | +11.8% | +17.7% |
| 30D | -11.4% | +15.8% | -27.3% | -17.9% |
| 3M | -20.5% | +9.2% | -29.7% | -24.4% |
| 6M | -28.2% | +3.2% | -31.4% | -30.6% |
| YTD | -21.2% | -29.4% | +8.1% | -6.5% |
| 1Y | -40.4% | -27.9% | -12.4% | -30.2% |
| 3Y | +214.7% | -5.9% | +220.6% | +195.0% |
| 5Y | +56.9% | -23.5% | +80.4% | +61.1% |
| All | +227.2% | -23.1% | +250.4% | +226.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling