-36.5%
HDB vs IONS
-7.3%
-29.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.4% | -0.6% | -2.8% |
| 7D | -2.0% | -5.3% | +3.2% | -1.6% |
| 30D | -4.9% | +0.3% | -5.1% | -5.0% |
| 3M | -2.3% | -22.9% | +20.6% | -2.2% |
| 6M | -23.7% | -23.4% | -0.3% | -23.7% |
| YTD | -38.5% | -28.3% | -10.2% | -37.9% |
| 1Y | -36.5% | -7.0% | -29.4% | -34.9% |
| All | -36.5% | -7.3% | -29.1% | -34.9% |
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