+191.0%
IONQ vs HDB
-11.1%
+202.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.8% | +21.6% | +23.0% |
| 7D | +8.6% | +13.3% | -4.8% | +5.4% |
| 30D | -21.1% | +13.6% | -34.6% | -23.5% |
| 3M | -17.9% | +5.8% | -23.6% | -19.1% |
| 6M | -37.9% | -1.9% | -36.0% | -37.8% |
| YTD | -27.3% | -31.2% | +3.9% | -20.5% |
| 1Y | -43.2% | -29.6% | -13.6% | -38.3% |
| 3Y | +191.0% | -10.1% | +201.1% | +176.2% |
| All | +191.0% | -11.1% | +202.1% | +176.2% |
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