+265.9%
IONQ vs HSY
+30.3%
+235.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +0.9% |
| 7D | +0.8% | -3.3% | +4.1% | -0.2% |
| 30D | -1.0% | -2.8% | +1.8% | -1.8% |
| 3M | -39.8% | -4.5% | -35.3% | -40.3% |
| 6M | +6.4% | -24.2% | +30.7% | -1.0% |
| YTD | -11.9% | -2.7% | -9.2% | -11.3% |
| 1Y | -6.2% | -3.7% | -2.4% | -5.6% |
| 3Y | +125.7% | -11.5% | +137.2% | +127.0% |
| 5Y | +296.0% | +10.3% | +285.7% | +380.3% |
| All | +265.9% | +30.3% | +235.6% | +362.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling