+13.0%
HON vs IONS
-16.3%
+29.4%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.1% | +8.7% | +0.4% |
| 7D | +1.9% | -30.3% | +32.1% | +4.5% |
| 30D | +9.9% | -37.7% | +47.6% | +13.7% |
| 3M | -5.8% | -50.5% | +44.7% | -0.5% |
| 6M | +3.0% | -62.8% | +65.7% | +11.0% |
| YTD | +13.1% | -64.4% | +77.4% | +22.3% |
| 1Y | +13.2% | -59.5% | +72.6% | +20.8% |
| 3Y | +30.8% | -39.2% | +70.0% | +30.3% |
| 5Y | +13.0% | -15.3% | +28.4% | +7.4% |
| All | +13.0% | -16.3% | +29.4% | +7.4% |
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