-39.1%
IONQ vs HIG
+6.4%
-45.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.2% | -9.2% | -9.6% |
| 7D | +16.8% | -0.1% | +16.9% | +17.0% |
| 30D | -11.1% | +4.4% | -15.5% | -5.8% |
| 3M | -31.7% | 0.0% | -31.8% | -30.2% |
| 6M | -44.8% | +3.8% | -48.6% | -40.1% |
| YTD | -31.2% | +0.7% | -31.9% | -25.3% |
| 1Y | -39.1% | +5.0% | -44.2% | -29.9% |
| All | -39.1% | +6.4% | -45.6% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling