-1.3%
IONQ vs HSY
-3.3%
+2.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | +7.1% | -1.6% | +8.7% | +6.5% |
| 30D | -8.9% | -4.2% | -4.7% | -10.4% |
| 3M | -35.6% | -0.7% | -34.8% | -35.5% |
| 6M | +13.3% | -21.8% | +35.1% | +6.2% |
| YTD | -9.8% | -2.7% | -7.1% | -9.9% |
| 1Y | -1.3% | -4.8% | +3.5% | +1.7% |
| All | -1.3% | -3.3% | +2.0% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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