+47.7%
HAS vs IONS
-11.8%
+59.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.4% | -7.2% | -1.5% |
| 7D | +1.4% | -26.3% | +27.7% | +4.5% |
| 30D | +26.3% | -31.9% | +58.2% | +31.3% |
| 3M | +25.6% | -48.0% | +73.6% | +34.7% |
| 6M | +30.3% | -62.6% | +92.8% | +44.3% |
| YTD | +50.4% | -63.3% | +113.6% | +66.7% |
| 1Y | +57.7% | -58.4% | +116.1% | +71.7% |
| 3Y | +213.4% | -38.2% | +251.6% | +210.2% |
| All | +47.7% | -11.8% | +59.6% | +35.8% |
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 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