+1.2%
HAL vs IONS
+88.4%
-87.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.6% | -0.3% |
| 7D | +0.5% | -5.3% | +5.8% | +1.3% |
| 30D | +15.9% | +0.3% | +15.7% | +15.7% |
| 3M | -8.7% | -22.9% | +14.2% | -5.7% |
| 6M | +9.0% | -23.4% | +32.4% | +12.6% |
| YTD | +32.0% | -28.3% | +60.3% | +37.6% |
| 1Y | +72.5% | -7.0% | +79.5% | +71.2% |
| 3Y | -4.5% | +37.6% | -42.2% | -15.5% |
| 5Y | +109.7% | +53.4% | +56.3% | +75.2% |
| 10Y | +1.2% | +83.9% | -82.7% | -14.5% |
| All | +1.2% | +88.4% | -87.2% | -14.5% |
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