+248.1%
HD vs IONS
-36.2%
+284.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | -0.5% |
| 7D | -0.5% | -29.6% | +29.1% | +3.1% |
| 30D | +18.5% | -35.6% | +54.0% | +24.0% |
| 3M | +2.2% | -51.7% | +53.8% | +10.5% |
| 6M | +13.8% | -64.0% | +77.8% | +26.8% |
| YTD | +3.4% | -65.5% | +68.9% | +15.6% |
| 1Y | -3.5% | -62.4% | +58.9% | +6.6% |
| 3Y | +29.0% | -41.1% | +70.1% | +31.0% |
| 5Y | +6.1% | -16.5% | +22.5% | +0.3% |
| All | +248.1% | -36.2% | +284.3% | +241.8% |
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