+208.5%
HD vs IONS
+98.1%
+110.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -2.1% | -4.8% | +2.8% | -1.5% |
| 30D | -8.4% | +7.2% | -15.6% | -9.2% |
| 3M | +4.3% | -22.7% | +27.0% | +6.8% |
| 6M | -11.1% | -26.9% | +15.8% | -8.5% |
| YTD | -4.7% | -26.6% | +21.9% | -2.0% |
| 1Y | -19.8% | -2.1% | -17.7% | -20.6% |
| 3Y | +4.1% | +43.4% | -39.3% | -4.5% |
| 5Y | +10.3% | +47.0% | -36.7% | -1.1% |
| All | +208.5% | +98.1% | +110.5% | +158.6% |
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 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