+784.2%
HBAN vs IONS
+170.3%
+613.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.4% | -5.8% | -0.1% |
| 7D | +2.3% | -26.3% | +28.5% | +5.3% |
| 30D | +4.8% | -31.9% | +36.7% | +8.8% |
| 3M | -10.1% | -48.0% | +37.9% | -3.9% |
| 6M | +5.0% | -62.6% | +67.6% | +15.7% |
| YTD | -6.1% | -63.3% | +57.1% | +3.5% |
| 1Y | +4.6% | -58.4% | +63.0% | +13.6% |
| 3Y | +74.9% | -38.2% | +113.2% | +78.2% |
| 5Y | +21.4% | -11.1% | +32.5% | +16.9% |
| 10Y | +105.3% | -31.7% | +137.0% | +95.2% |
| All | +784.2% | +170.3% | +613.9% | +492.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling