+224.0%
IONQ vs HRB
+292.8%
-68.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +16.7% | -4.0% | +20.7% | +16.7% |
| 30D | -12.3% | +15.8% | -28.0% | -13.1% |
| 3M | -17.7% | +12.0% | -29.8% | -18.5% |
| 6M | -28.9% | +40.7% | -69.7% | -31.1% |
| YTD | -22.0% | +21.0% | -43.0% | -23.1% |
| 1Y | -36.8% | +11.7% | -48.5% | -36.9% |
| 3Y | +228.2% | +25.0% | +203.3% | +209.0% |
| 5Y | +91.9% | +141.0% | -49.1% | +72.5% |
| All | +224.0% | +292.8% | -68.8% | +192.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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