+294.8%
IONQ vs THC
+250.3%
+44.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.1% |
| 7D | +0.8% | -0.7% | +1.5% | +1.1% |
| 30D | -1.0% | +1.3% | -2.3% | -1.5% |
| 3M | -39.8% | +64.2% | -104.1% | -51.7% |
| 6M | +6.4% | +8.3% | -1.8% | +1.3% |
| YTD | -11.9% | +33.4% | -45.3% | -24.7% |
| 1Y | -6.2% | +37.7% | -43.8% | -20.8% |
| 3Y | +125.7% | +236.8% | -111.1% | +12.6% |
| All | +294.8% | +250.3% | +44.5% | +71.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling