+265.9%
IONQ vs HDB
-31.0%
+296.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.5% |
| 7D | +0.8% | +0.4% | +0.4% | +0.5% |
| 30D | -1.0% | -2.8% | +1.8% | +0.2% |
| 3M | -39.8% | -3.5% | -36.3% | -39.4% |
| 6M | +6.4% | -24.7% | +31.2% | +22.4% |
| YTD | -11.9% | -36.6% | +24.6% | +10.9% |
| 1Y | -6.2% | -34.4% | +28.2% | +15.1% |
| 3Y | +125.7% | -24.4% | +150.1% | +144.4% |
| 5Y | +296.0% | -35.4% | +331.3% | +335.2% |
| All | +265.9% | -31.0% | +296.9% | +287.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling