-35.9%
HOOD vs IONS
-59.1%
+23.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.5% | +3.9% |
| 7D | -3.2% | -29.4% | +26.2% | +1.0% |
| 30D | -22.6% | -35.1% | +12.6% | -18.0% |
| 3M | -10.4% | -48.9% | +38.5% | -1.6% |
| 6M | +4.7% | -62.4% | +67.1% | +16.6% |
| YTD | -25.2% | -64.2% | +39.0% | -16.3% |
| 1Y | -35.9% | -60.9% | +25.0% | -34.9% |
| All | -35.9% | -59.1% | +23.2% | -34.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling