+186.4%
HALO vs IONS
+36.3%
+150.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.5% |
| 7D | -2.1% | -8.7% | +6.6% | +0.2% |
| 30D | +4.6% | -1.6% | +6.3% | +5.0% |
| 3M | +50.2% | -24.9% | +75.1% | +59.1% |
| 6M | +57.6% | -25.7% | +83.3% | +67.3% |
| YTD | +59.6% | -29.2% | +88.8% | +71.2% |
| 1Y | +41.2% | -13.0% | +54.2% | +43.9% |
| All | +186.4% | +36.3% | +150.1% | +147.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling