+250.7%
HOOD vs IONS
+52.4%
+198.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +27.9% |
| 3M | +38.2% | -22.7% | +60.9% | +47.1% |
| 6M | +48.5% | -26.9% | +75.4% | +61.2% |
| YTD | +8.0% | -26.6% | +34.5% | +16.6% |
| 1Y | +18.7% | -2.1% | +20.8% | +14.9% |
| 3Y | +999.1% | +43.4% | +955.7% | +730.6% |
| 5Y | +181.7% | +47.0% | +134.7% | +66.5% |
| All | +250.7% | +52.4% | +198.3% | +138.7% |
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