+9.0%
HCA vs IONS
-44.5%
+53.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -0.7% | +11.0% | +10.4% |
| 7D | +10.2% | -10.6% | +20.8% | +11.3% |
| 30D | +17.4% | -7.7% | +25.1% | +18.2% |
| 3M | +27.7% | -27.1% | +54.8% | +31.0% |
| 6M | +20.0% | -46.8% | +66.8% | +25.7% |
| YTD | +10.0% | -49.2% | +59.2% | +13.5% |
| 1Y | +9.0% | -44.9% | +53.9% | +8.2% |
| All | +9.0% | -44.5% | +53.6% | +8.2% |
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