+278.7%
IONQ vs IJH
+47.6%
+231.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.1% | -4.7% | -3.4% |
| 7D | +1.3% | -0.7% | +2.1% | +3.1% |
| 30D | -10.3% | -3.8% | -6.5% | -1.5% |
| 3M | -32.7% | 0.0% | -32.7% | -31.7% |
| 6M | +6.3% | +8.8% | -2.4% | -8.3% |
| YTD | -15.0% | +13.5% | -28.5% | -32.8% |
| 1Y | -13.3% | +15.4% | -28.7% | -33.2% |
| 3Y | +97.2% | +50.9% | +46.3% | -6.5% |
| 5Y | +278.7% | +47.8% | +231.0% | +123.4% |
| All | +278.7% | +47.6% | +231.1% | +123.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling