+7,138.9%
HON vs IONS
+162.2%
+6,976.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.1% | +8.7% | +0.5% |
| 7D | +1.9% | -30.3% | +32.1% | +4.9% |
| 30D | +9.9% | -37.7% | +47.6% | +14.2% |
| 3M | -5.8% | -50.5% | +44.7% | -0.2% |
| 6M | +3.0% | -62.8% | +65.7% | +11.5% |
| YTD | +13.1% | -64.4% | +77.4% | +22.8% |
| 1Y | +13.2% | -59.5% | +72.6% | +21.4% |
| 3Y | +30.8% | -39.2% | +70.0% | +32.9% |
| 5Y | +13.0% | -15.3% | +28.4% | +9.8% |
| 10Y | +161.3% | -31.2% | +192.5% | +150.3% |
| All | +7,138.9% | +162.2% | +6,976.6% | +4,681.1% |
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