+185.7%
IONQ vs THC
+611.3%
-425.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.1% | -7.3% | -8.7% |
| 7D | +16.8% | +0.1% | +16.6% | +16.7% |
| 30D | -11.1% | +7.5% | -18.6% | -13.5% |
| 3M | -31.7% | +7.5% | -39.2% | -33.9% |
| 6M | -44.8% | +46.4% | -91.2% | -53.3% |
| YTD | -31.2% | +44.4% | -75.6% | -42.5% |
| 1Y | -39.1% | +43.4% | -82.6% | -48.8% |
| 3Y | +189.5% | +433.3% | -243.8% | +26.6% |
| 5Y | +53.2% | +262.5% | -209.4% | -25.7% |
| All | +185.7% | +611.3% | -425.5% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling