+228.2%
IONQ vs HDB
-5.9%
+234.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.6% | -1.2% |
| 7D | +16.7% | +12.7% | +4.0% | +13.3% |
| 30D | -12.3% | +16.6% | -28.9% | -15.6% |
| 3M | -17.7% | +10.8% | -28.5% | -19.9% |
| 6M | -28.9% | +3.8% | -32.8% | -29.9% |
| YTD | -22.0% | -28.9% | +6.9% | -15.1% |
| 1Y | -36.8% | -28.0% | -8.8% | -31.5% |
| 3Y | +228.2% | -7.2% | +235.4% | +194.9% |
| All | +228.2% | -5.9% | +234.1% | +194.9% |
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 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