+105.3%
HAL vs IONS
+47.7%
+57.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +2.9% | -4.8% | +7.8% | +3.4% |
| 30D | +17.0% | +7.2% | +9.8% | +16.1% |
| 3M | -9.7% | -22.7% | +13.0% | -7.8% |
| 6M | +8.6% | -26.9% | +35.5% | +11.4% |
| YTD | +33.0% | -26.6% | +59.6% | +36.3% |
| 1Y | +68.3% | -2.1% | +70.4% | +66.4% |
| 3Y | +0.1% | +43.4% | -43.3% | -9.7% |
| All | +105.3% | +47.7% | +57.5% | +79.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling