-6.2%
IONQ vs HUM
+31.0%
-37.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.3% |
| 7D | +0.8% | +4.2% | -3.3% | +0.7% |
| 30D | -1.0% | +10.4% | -11.4% | -1.2% |
| 3M | -39.8% | +15.1% | -54.9% | -39.7% |
| 6M | +6.4% | +120.9% | -114.5% | +3.9% |
| YTD | -11.9% | +57.9% | -69.9% | -18.5% |
| 1Y | -6.2% | +30.6% | -36.7% | -17.7% |
| All | -6.2% | +31.0% | -37.2% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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