+3,769.4%
HDB vs IONS
+349.6%
+3,419.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.4% | -0.4% |
| 7D | +0.4% | -4.8% | +5.3% | +1.1% |
| 30D | -2.8% | +7.2% | -10.0% | -3.9% |
| 3M | -3.5% | -22.7% | +19.1% | -0.7% |
| 6M | -24.7% | -26.9% | +2.2% | -21.9% |
| YTD | -36.6% | -26.6% | -10.0% | -34.3% |
| 1Y | -34.4% | -2.1% | -32.2% | -35.0% |
| 3Y | -24.4% | +43.4% | -67.8% | -31.5% |
| 5Y | -35.4% | +47.0% | -82.3% | -43.1% |
| 10Y | +39.5% | +97.2% | -57.6% | +9.1% |
| All | +3,769.4% | +349.6% | +3,419.8% | +1,806.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling