+876.3%
HALO vs IONS
+87.6%
+788.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +1.0% |
| 7D | -2.7% | -6.7% | +4.0% | -0.5% |
| 30D | +5.3% | -4.1% | +9.4% | +6.6% |
| 3M | +51.6% | -26.6% | +78.1% | +65.2% |
| 6M | +61.3% | -27.5% | +88.8% | +76.5% |
| YTD | +59.3% | -31.5% | +90.8% | +77.4% |
| 1Y | +38.3% | -15.3% | +53.6% | +42.7% |
| 3Y | +185.9% | +31.3% | +154.6% | +138.7% |
| 5Y | +159.9% | +50.2% | +109.7% | +96.5% |
| All | +876.3% | +87.6% | +788.7% | +448.9% |
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