+214.7%
IONQ vs HPQ
+17.0%
+197.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.7% | +9.1% | +8.7% |
| 7D | +25.5% | -0.6% | +26.1% | +25.2% |
| 30D | -11.4% | -6.5% | -4.9% | -9.2% |
| 3M | -20.5% | -5.1% | -15.4% | -21.4% |
| 6M | -28.2% | +27.3% | -55.5% | -43.3% |
| YTD | -21.2% | +31.7% | -52.9% | -39.8% |
| 1Y | -40.4% | +13.0% | -53.3% | -49.0% |
| 3Y | +214.7% | +18.3% | +196.4% | +127.6% |
| All | +214.7% | +17.0% | +197.6% | +127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 3y: compounded portfolio wealth divided by compounded HPQ 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…
3y analysis · Full analysis span regression · 6 months rolling