+38.3%
HALO vs IONS
-14.8%
+53.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.9% |
| 7D | -2.7% | -6.7% | +4.0% | -0.7% |
| 30D | +5.3% | -4.1% | +9.4% | +6.5% |
| 3M | +51.6% | -26.6% | +78.1% | +59.3% |
| 6M | +61.3% | -27.5% | +88.8% | +70.0% |
| YTD | +59.3% | -31.5% | +90.8% | +70.5% |
| 1Y | +38.3% | -15.3% | +53.6% | +52.8% |
| All | +38.3% | -14.8% | +53.1% | +52.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling