-37.4%
IONQ vs HWM
+7.8%
-45.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.3% | -4.9% | -3.6% |
| 7D | +15.3% | +5.0% | +10.3% | +13.0% |
| 30D | -6.1% | +1.5% | -7.6% | -6.6% |
| 3M | -21.6% | -20.3% | -1.3% | -14.2% |
| 6M | -40.1% | -18.0% | -22.1% | -35.0% |
| YTD | -24.1% | +9.5% | -33.6% | -43.4% |
| 1Y | -37.4% | +7.5% | -44.9% | -47.6% |
| All | -37.4% | +7.8% | -45.2% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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