+52.8%
IONQ vs HON
+8.3%
+44.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +2.0% | +21.4% | +21.4% |
| 7D | +8.6% | +0.8% | +7.8% | +8.2% |
| 30D | -21.1% | +5.7% | -26.8% | -25.1% |
| 3M | -17.9% | -8.3% | -9.6% | -10.4% |
| 6M | -37.9% | -2.4% | -35.5% | -37.8% |
| YTD | -27.3% | +9.0% | -36.3% | -36.6% |
| 1Y | -43.2% | +9.2% | -52.4% | -51.1% |
| 3Y | +191.0% | +26.3% | +164.7% | +106.0% |
| All | +52.8% | +8.3% | +44.5% | +24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling