+60.9%
HAS vs IONS
-59.8%
+120.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -9.1% | +9.8% | +0.8% |
| 7D | +3.3% | -30.3% | +33.5% | +3.7% |
| 30D | +30.5% | -37.7% | +68.3% | +31.5% |
| 3M | +29.9% | -50.5% | +80.4% | +31.3% |
| 6M | +26.5% | -62.8% | +89.3% | +26.6% |
| YTD | +51.9% | -64.4% | +116.3% | +52.2% |
| 1Y | +60.9% | -59.5% | +120.4% | +56.0% |
| All | +60.9% | -59.8% | +120.7% | +56.0% |
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