+45.7%
IONQ vs THC
+258.4%
-212.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.3% | -6.1% | -6.3% |
| 7D | -11.5% | +1.0% | -12.4% | -11.7% |
| 30D | -8.1% | +5.3% | -13.4% | -9.9% |
| 3M | -35.8% | +7.1% | -42.9% | -37.9% |
| 6M | -47.7% | +46.0% | -93.8% | -56.3% |
| YTD | -35.6% | +43.9% | -79.6% | -46.9% |
| 1Y | -36.4% | +45.4% | -81.8% | -47.5% |
| 3Y | +150.0% | +421.3% | -271.2% | -1.1% |
| All | +45.7% | +258.4% | -212.7% | -32.9% |
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