+878.9%
HOOD vs IONS
-40.7%
+919.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.6% | -0.2% | -3.0% |
| 7D | +3.8% | -29.6% | +33.4% | +11.0% |
| 30D | -26.4% | -35.6% | +9.2% | -19.6% |
| 3M | -14.3% | -51.7% | +37.4% | -0.4% |
| 6M | +3.9% | -64.0% | +67.9% | +27.5% |
| YTD | -28.1% | -65.5% | +37.4% | -11.0% |
| 1Y | -38.8% | -62.4% | +23.6% | -25.8% |
| All | +878.9% | -40.7% | +919.6% | +897.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling