+132.1%
HON vs IONS
+92.6%
+39.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.7% | -1.3% |
| 7D | -2.6% | -4.3% | +1.6% | -2.1% |
| 30D | -11.9% | +0.4% | -12.3% | -12.0% |
| 3M | -6.1% | -24.1% | +18.0% | -3.4% |
| 6M | -19.2% | -26.4% | +7.3% | -16.6% |
| YTD | +0.2% | -29.7% | +29.8% | +3.9% |
| 1Y | -1.5% | -13.0% | +11.6% | -0.9% |
| 3Y | +17.9% | +35.0% | -17.1% | +8.3% |
| 5Y | +1.9% | +54.2% | -52.3% | -10.6% |
| All | +132.1% | +92.6% | +39.5% | +96.3% |
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