-36.2%
IONQ vs HIG
+6.8%
-43.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.6% | +7.7% | +9.2% |
| 7D | +25.5% | -0.5% | +25.9% | +25.1% |
| 30D | -11.4% | +4.5% | -15.9% | -5.9% |
| 3M | -20.5% | -5.5% | -15.0% | -23.5% |
| 6M | -28.2% | +3.1% | -31.3% | -23.2% |
| YTD | -21.2% | -0.8% | -20.4% | -16.2% |
| All | -36.2% | +6.8% | -43.0% | -26.1% |
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