+113.0%
HOOD vs IONS
+17.1%
+95.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.6% | +2.7% |
| 7D | -4.8% | -9.4% | +4.6% | -1.4% |
| 30D | -26.1% | -10.7% | -15.4% | -23.2% |
| 3M | -10.8% | -27.7% | +16.9% | -1.0% |
| 6M | +2.4% | -48.7% | +51.1% | +25.6% |
| YTD | -28.5% | -50.2% | +21.7% | -11.6% |
| 1Y | -36.3% | -46.8% | +10.5% | -23.4% |
| 3Y | +743.7% | -14.8% | +758.5% | +676.8% |
| All | +113.0% | +17.1% | +95.9% | +40.7% |
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 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