-25.3%
HDB vs IONS
+17.1%
-42.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.6% |
| 7D | +13.3% | -9.4% | +22.8% | +14.4% |
| 30D | +13.6% | -10.7% | +24.3% | +14.7% |
| 3M | +5.8% | -27.7% | +33.4% | +8.9% |
| 6M | -1.9% | -48.7% | +46.8% | +3.9% |
| YTD | -31.2% | -50.2% | +19.0% | -26.9% |
| 1Y | -29.6% | -46.8% | +17.2% | -25.7% |
| 3Y | -10.1% | -14.8% | +4.7% | -11.7% |
| All | -25.3% | +17.1% | -42.5% | -31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling