-44.7%
IONQ vs HUM
+51.1%
-95.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -8.9% | +1.6% | -10.5% | -9.1% |
| 30D | -31.3% | +3.5% | -34.8% | -31.4% |
| 3M | -29.2% | +15.5% | -44.7% | -29.9% |
| 6M | -35.4% | +76.2% | -111.6% | -38.2% |
| YTD | -34.2% | +64.5% | -98.7% | -43.1% |
| 1Y | -44.7% | +50.0% | -94.7% | -50.7% |
| All | -44.7% | +51.1% | -95.7% | -50.7% |
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