-44.7%
IONQ vs HL
+22.6%
-67.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +13.2% | -14.7% | -7.9% |
| 7D | -8.9% | +0.2% | -9.1% | -9.5% |
| 30D | -31.3% | -12.1% | -19.1% | -26.9% |
| 3M | -29.2% | -2.8% | -26.4% | -29.9% |
| 6M | -35.4% | -14.9% | -20.5% | -31.7% |
| YTD | -34.2% | -22.0% | -12.1% | -27.6% |
| 1Y | -44.7% | +25.0% | -69.7% | -51.9% |
| All | -44.7% | +22.6% | -67.2% | -51.9% |
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