+189.8%
HOOD vs IONS
+47.7%
+142.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | +17.1% | -4.8% | +22.0% | +18.8% |
| 30D | +31.6% | +7.2% | +24.4% | +27.8% |
| 3M | +38.2% | -22.7% | +60.9% | +47.4% |
| 6M | +48.5% | -26.9% | +75.4% | +61.6% |
| YTD | +8.0% | -26.6% | +34.5% | +16.9% |
| 1Y | +18.7% | -2.1% | +20.8% | +14.7% |
| 3Y | +999.1% | +43.4% | +955.7% | +719.2% |
| All | +189.8% | +47.7% | +142.1% | +88.6% |
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