-1.3%
IONQ vs HRB
-5.9%
+4.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -6.5% | +8.9% | +1.4% |
| 7D | +7.1% | -9.1% | +16.2% | +5.6% |
| 30D | -8.9% | +0.3% | -9.2% | -8.6% |
| 3M | -35.6% | +23.4% | -58.9% | -32.5% |
| 6M | +13.3% | +45.1% | -31.9% | +22.6% |
| YTD | -9.8% | +8.9% | -18.7% | -13.1% |
| 1Y | -1.3% | -7.9% | +6.6% | -5.1% |
| All | -1.3% | -5.9% | +4.6% | -5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling