+190.7%
HAS vs IONS
-17.7%
+208.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -1.3% |
| 7D | 0.0% | -12.6% | +12.6% | +1.5% |
| 30D | +31.3% | -11.8% | +43.1% | +33.1% |
| 3M | +32.1% | -28.4% | +60.5% | +36.7% |
| 6M | +28.1% | -48.4% | +76.6% | +36.4% |
| YTD | +49.1% | -51.0% | +100.1% | +59.5% |
| 1Y | +60.5% | -48.0% | +108.6% | +70.2% |
| All | +190.7% | -17.7% | +208.5% | +169.8% |
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 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