+76.9%
IONQ vs HDB
-22.2%
+99.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.8% | -2.7% |
| 7D | +15.3% | +6.9% | +8.4% | +11.2% |
| 30D | -6.1% | +15.2% | -21.3% | -13.4% |
| 3M | -21.6% | +11.7% | -33.3% | -26.9% |
| 6M | -40.1% | +7.5% | -47.7% | -43.7% |
| YTD | -24.1% | -28.8% | +4.7% | -8.1% |
| 1Y | -37.4% | -29.1% | -8.3% | -24.1% |
| 3Y | +219.5% | -7.0% | +226.5% | +194.6% |
| 5Y | +76.9% | -22.1% | +99.0% | +104.1% |
| All | +76.9% | -22.2% | +99.1% | +104.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling