+108.3%
IONQ vs HDB
-24.6%
+132.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | -1.0% | -2.8% | +1.8% | -0.2% |
| 3M | -39.8% | -3.5% | -36.3% | -39.5% |
| 6M | +6.4% | -24.7% | +31.2% | +16.1% |
| YTD | -11.9% | -36.6% | +24.6% | +1.4% |
| 1Y | -6.2% | -34.4% | +28.2% | +6.2% |
| All | +108.3% | -24.6% | +132.9% | +120.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling