+253.1%
IONQ vs HRB
+247.7%
+5.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.6% | -4.1% | -5.7% |
| 7D | +1.3% | -10.6% | +11.9% | +2.0% |
| 30D | -10.3% | -0.8% | -9.5% | -10.4% |
| 3M | -32.7% | +19.1% | -51.8% | -33.8% |
| 6M | +6.3% | +48.7% | -42.4% | +1.1% |
| YTD | -15.0% | +7.1% | -22.1% | -15.5% |
| 1Y | -13.3% | -8.3% | -5.0% | -11.8% |
| 3Y | +97.2% | +25.8% | +71.4% | +82.1% |
| 5Y | +278.7% | +111.1% | +167.7% | +243.5% |
| All | +253.1% | +247.7% | +5.4% | +221.0% |
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