+155.3%
HBAN vs IONS
+87.6%
+67.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.4% | +1.2% |
| 7D | -1.0% | -6.7% | +5.7% | +0.1% |
| 30D | -5.6% | -4.1% | -1.5% | -5.1% |
| 3M | -1.1% | -26.6% | +25.4% | +2.7% |
| 6M | +9.9% | -27.5% | +37.4% | +14.3% |
| YTD | -0.9% | -31.5% | +30.5% | +3.8% |
| 1Y | -1.4% | -15.3% | +14.0% | -0.5% |
| 3Y | +78.2% | +31.3% | +46.9% | +61.1% |
| 5Y | +37.0% | +50.2% | -13.2% | +17.7% |
| All | +155.3% | +87.6% | +67.6% | +100.5% |
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