+4.0%
HON vs IONS
+51.6%
-47.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.4% |
| 7D | -0.8% | -5.3% | +4.5% | -0.3% |
| 30D | -15.2% | +0.3% | -15.4% | -15.2% |
| 3M | -6.0% | -22.9% | +16.9% | -4.3% |
| 6M | -14.9% | -23.4% | +8.5% | -13.4% |
| YTD | +3.2% | -28.3% | +31.5% | +5.6% |
| 1Y | 0.0% | -7.0% | +7.1% | -0.2% |
| 3Y | +21.5% | +37.6% | -16.1% | +13.0% |
| 5Y | +4.0% | +53.4% | -49.4% | -5.3% |
| All | +4.0% | +51.6% | -47.5% | -5.3% |
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 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