-21.9%
IONQ vs HLT
+12.2%
-34.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -7.0% | -1.6% | -5.4% | -6.6% |
| 30D | -18.7% | -5.0% | -13.7% | -17.8% |
| 3M | -36.6% | -10.4% | -26.2% | -34.6% |
| 6M | +7.2% | +3.2% | +4.0% | +5.6% |
| YTD | -18.1% | +6.7% | -24.8% | -18.2% |
| 1Y | -21.9% | +10.3% | -32.2% | -25.0% |
| All | -21.9% | +12.2% | -34.1% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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