-44.8%
IONQ vs HUM
+62.8%
-107.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.6% | -8.8% | -9.2% |
| 7D | +16.8% | +7.7% | +9.0% | +14.2% |
| 30D | -11.1% | +5.8% | -16.9% | -12.6% |
| 3M | -31.7% | +14.3% | -46.1% | -32.9% |
| 6M | -44.8% | +50.9% | -95.7% | -30.5% |
| All | -44.8% | +62.8% | -107.5% | -30.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling