-18.6%
HAL vs IONS
+17.3%
-35.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.8% | -0.5% |
| 7D | -12.0% | -9.4% | -2.6% | -10.5% |
| 30D | +0.3% | -10.7% | +11.0% | +2.0% |
| 3M | -1.6% | -27.7% | +26.1% | +3.2% |
| 6M | -20.5% | -48.7% | +28.2% | -12.5% |
| YTD | +14.2% | -50.2% | +64.4% | +26.0% |
| 1Y | +18.9% | -46.8% | +65.7% | +29.4% |
| 3Y | -13.7% | -14.8% | +1.1% | -17.2% |
| 5Y | +42.2% | +17.0% | +25.2% | +23.1% |
| All | -18.6% | +17.3% | -35.9% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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