+59.2%
HAL vs IONS
-11.8%
+71.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.4% | -3.3% | +2.5% |
| 7D | +6.1% | -26.3% | +32.4% | +8.7% |
| 30D | +2.9% | -31.9% | +34.8% | +6.2% |
| 3M | +3.3% | -48.0% | +51.3% | +9.1% |
| 6M | -16.9% | -62.6% | +45.6% | -9.7% |
| YTD | +21.2% | -63.3% | +84.4% | +31.7% |
| 1Y | +27.5% | -58.4% | +85.9% | +36.7% |
| 3Y | -6.4% | -38.2% | +31.8% | -8.1% |
| All | +59.2% | -11.8% | +71.0% | +43.5% |
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 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