+6,548.6%
HON vs IONS
+440.4%
+6,108.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.0% | +1.0% |
| 7D | -3.6% | -4.8% | +1.3% | -3.2% |
| 30D | -15.3% | +7.2% | -22.5% | -15.8% |
| 3M | -7.9% | -22.7% | +14.8% | -6.2% |
| 6M | -18.1% | -26.9% | +8.8% | -16.1% |
| YTD | +3.8% | -26.6% | +30.4% | +6.2% |
| 1Y | +0.5% | -2.1% | +2.6% | -0.1% |
| 3Y | +19.8% | +43.4% | -23.7% | +13.0% |
| 5Y | +2.9% | +47.0% | -44.1% | -4.6% |
| 10Y | +134.6% | +97.2% | +37.5% | +104.9% |
| All | +6,548.6% | +440.4% | +6,108.2% | +4,034.7% |
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 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