+257.9%
HD vs IONS
-5.7%
+263.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -21.4% | +24.3% | +5.3% |
| 7D | +3.6% | -24.8% | +28.4% | +6.6% |
| 30D | +21.6% | -31.5% | +53.1% | +26.4% |
| 3M | +0.1% | -45.2% | +45.3% | +6.7% |
| 6M | +13.0% | -59.1% | +72.0% | +23.9% |
| YTD | +4.9% | -60.8% | +65.8% | +15.5% |
| 1Y | -2.1% | -57.9% | +55.8% | +6.7% |
| 3Y | +32.6% | -34.5% | +67.1% | +33.2% |
| 5Y | +8.2% | -8.8% | +17.1% | +1.6% |
| 10Y | +257.9% | -19.2% | +277.1% | +251.8% |
| All | +257.9% | -5.7% | +263.6% | +251.8% |
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 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