+155.8%
HON vs IONS
-32.1%
+187.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.4% | -6.5% | -0.9% |
| 7D | +1.4% | -26.3% | +27.7% | +4.8% |
| 30D | +7.5% | -31.9% | +39.4% | +12.1% |
| 3M | -4.3% | -48.0% | +43.6% | +3.1% |
| 6M | -1.5% | -62.6% | +61.0% | +10.1% |
| YTD | +10.5% | -63.3% | +73.8% | +23.8% |
| 1Y | +8.5% | -58.4% | +66.9% | +19.4% |
| 3Y | +28.0% | -38.2% | +66.3% | +29.3% |
| 5Y | +12.0% | -11.1% | +23.1% | +3.9% |
| All | +155.8% | -32.1% | +187.9% | +147.7% |
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