+56.8%
HAS vs IONS
+96.6%
-39.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -1.8% | -4.8% | +3.0% | -1.2% |
| 30D | +2.3% | +7.2% | -4.9% | +1.3% |
| 3M | +10.4% | -22.7% | +33.0% | +13.1% |
| 6M | -3.2% | -26.9% | +23.6% | -0.2% |
| YTD | +15.4% | -26.6% | +42.0% | +18.8% |
| 1Y | +18.8% | -2.1% | +20.9% | +17.4% |
| 3Y | +43.9% | +43.4% | +0.5% | +31.1% |
| 5Y | +13.9% | +47.0% | -33.1% | +1.3% |
| All | +56.8% | +96.6% | -39.8% | +33.2% |
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