+227.2%
IONQ vs HRB
+292.7%
-65.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -3.2% | +11.6% | +8.4% |
| 7D | +25.5% | -2.4% | +27.9% | +25.4% |
| 30D | -11.4% | +15.7% | -27.1% | -12.3% |
| 3M | -20.5% | +11.4% | -31.8% | -21.2% |
| 6M | -28.2% | +40.7% | -69.0% | -30.5% |
| YTD | -21.2% | +21.0% | -42.2% | -22.3% |
| 1Y | -40.4% | +7.2% | -47.6% | -40.1% |
| 3Y | +214.7% | +29.2% | +185.5% | +194.0% |
| 5Y | +56.9% | +142.3% | -85.5% | +41.0% |
| All | +227.2% | +292.7% | -65.5% | +194.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling