+135.8%
IONQ vs THC
+418.9%
-283.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -2.0% | -8.5% | -10.1% |
| 7D | -16.7% | +5.9% | -22.5% | -17.6% |
| 30D | -38.9% | +10.8% | -49.8% | -40.2% |
| 3M | -33.8% | +9.4% | -43.3% | -35.2% |
| 6M | -44.9% | +53.3% | -98.2% | -50.8% |
| YTD | -41.1% | +44.2% | -85.2% | -47.0% |
| 1Y | -52.3% | +37.3% | -89.6% | -56.4% |
| All | +135.8% | +418.9% | -283.2% | -11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling