-2.2%
HBAN vs IONS
-12.6%
+10.4%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.6% |
| 7D | -1.9% | -4.3% | +2.3% | -1.8% |
| 30D | -5.9% | +0.4% | -6.3% | -5.9% |
| 3M | +0.2% | -24.1% | +24.3% | -0.3% |
| 6M | +6.6% | -26.4% | +33.1% | +6.4% |
| YTD | -1.7% | -29.7% | +27.9% | -1.6% |
| All | -2.2% | -12.6% | +10.4% | -4.2% |
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