+483.1%
HAL vs IONS
+188.4%
+294.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -21.4% | +21.5% | +2.3% |
| 7D | -7.9% | -24.8% | +16.9% | -5.5% |
| 30D | -2.1% | -31.5% | +29.5% | +1.4% |
| 3M | +0.4% | -45.2% | +45.6% | +6.1% |
| 6M | -19.2% | -59.1% | +39.8% | -12.6% |
| YTD | +14.4% | -60.8% | +75.2% | +24.1% |
| 1Y | +18.0% | -57.9% | +75.8% | +26.9% |
| 3Y | -9.7% | -34.5% | +24.8% | -8.9% |
| 5Y | +40.1% | -8.8% | +49.0% | +34.7% |
| 10Y | -19.1% | -19.2% | +0.1% | -23.3% |
| All | +483.1% | +188.4% | +294.7% | +290.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling