+191.0%
IONQ vs HRB
+36.2%
+154.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -4.2% | +27.6% | +22.9% |
| 7D | +8.6% | +2.7% | +5.9% | +8.9% |
| 30D | -21.1% | +22.1% | -43.2% | -19.5% |
| 3M | -17.9% | +15.7% | -33.6% | -16.5% |
| 6M | -37.9% | +83.3% | -121.3% | -35.9% |
| YTD | -27.3% | +25.0% | -52.3% | -24.9% |
| 1Y | -43.2% | +6.9% | -50.1% | -41.1% |
| 3Y | +191.0% | +39.0% | +151.9% | +150.9% |
| All | +191.0% | +36.2% | +154.8% | +150.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling