+48.6%
HAS vs IONS
+17.1%
+31.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.7% |
| 7D | -0.2% | -9.4% | +9.3% | +1.0% |
| 30D | +31.0% | -10.7% | +41.8% | +32.7% |
| 3M | +30.7% | -27.7% | +58.3% | +35.6% |
| 6M | +23.9% | -48.7% | +72.6% | +33.0% |
| YTD | +48.3% | -50.2% | +98.5% | +59.6% |
| 1Y | +60.2% | -46.8% | +107.0% | +70.6% |
| 3Y | +189.2% | -14.8% | +204.1% | +177.2% |
| All | +48.6% | +17.1% | +31.5% | +34.1% |
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