+162.6%
HALO vs IONS
-11.8%
+174.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -2.1% |
| 7D | -3.2% | -26.3% | +23.0% | +3.9% |
| 30D | -14.2% | -31.9% | +17.8% | -5.9% |
| 3M | -0.4% | -48.0% | +47.6% | +17.2% |
| 6M | +43.2% | -62.6% | +105.7% | +82.3% |
| YTD | +49.0% | -63.3% | +112.3% | +90.4% |
| 1Y | +40.8% | -58.4% | +99.2% | +73.8% |
| 3Y | +167.4% | -38.2% | +205.6% | +178.8% |
| All | +162.6% | -11.8% | +174.4% | +125.1% |
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 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