-6.2%
IONQ vs HL
+134.7%
-140.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.5% | +3.8% | +2.3% |
| 7D | +0.8% | +1.5% | -0.7% | 0.0% |
| 30D | -1.0% | +25.1% | -26.1% | -9.9% |
| 3M | -39.8% | +22.9% | -62.7% | -45.0% |
| 6M | +6.4% | -4.9% | +11.3% | +4.5% |
| YTD | -11.9% | +7.8% | -19.8% | -13.1% |
| 1Y | -6.2% | +133.9% | -140.0% | +16.3% |
| All | -6.2% | +134.7% | -140.8% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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