+224.0%
IONQ vs HDB
-22.6%
+246.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.6% | -1.3% |
| 7D | +16.7% | +12.7% | +4.0% | +9.9% |
| 30D | -12.3% | +16.6% | -28.9% | -19.0% |
| 3M | -17.7% | +10.8% | -28.5% | -22.4% |
| 6M | -28.9% | +3.8% | -32.8% | -31.5% |
| YTD | -22.0% | -28.9% | +6.9% | -7.8% |
| 1Y | -36.8% | -28.0% | -8.8% | -25.9% |
| 3Y | +228.2% | -7.2% | +235.4% | +211.6% |
| 5Y | +91.9% | -22.2% | +114.2% | +96.0% |
| All | +224.0% | -22.6% | +246.6% | +222.6% |
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