+167.2%
IONQ vs IJH
+58.4%
+108.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -1.2% | -8.2% | -6.6% |
| 7D | +16.8% | +3.0% | +13.7% | +9.4% |
| 30D | -11.1% | +0.8% | -11.9% | -11.5% |
| 3M | -31.7% | -5.1% | -26.6% | -21.2% |
| 6M | -44.8% | +1.3% | -46.0% | -44.1% |
| YTD | -31.2% | +12.8% | -44.0% | -44.5% |
| 1Y | -39.1% | +14.1% | -53.2% | -51.8% |
| All | +167.2% | +58.4% | +108.8% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 3y: compounded portfolio wealth divided by compounded IJH 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…
3y analysis · Full analysis span regression · 6 months rolling