+274.7%
IONQ vs HON
+11.1%
+263.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.1% | +3.0% |
| 7D | +7.1% | -0.8% | +7.9% | +7.9% |
| 30D | -8.9% | -15.2% | +6.3% | +5.9% |
| 3M | -35.6% | -6.0% | -29.6% | -33.8% |
| 6M | +13.3% | -14.9% | +28.2% | +29.6% |
| YTD | -9.8% | +3.2% | -13.0% | -16.2% |
| 1Y | -1.3% | 0.0% | -1.3% | -6.5% |
| 3Y | +109.3% | +21.5% | +87.8% | +61.3% |
| 5Y | +304.7% | +4.0% | +300.7% | +246.3% |
| All | +274.7% | +11.1% | +263.6% | +198.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 10y: compounded portfolio wealth divided by compounded HON 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…
10y analysis · Full analysis span regression · 6 months rolling