+20.7%
HPQ vs IONS
-60.2%
+80.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.9% |
| 7D | -3.2% | -29.4% | +26.2% | -2.9% |
| 30D | -3.0% | -35.1% | +32.1% | -2.7% |
| 3M | +0.6% | -48.9% | +49.5% | +0.9% |
| 6M | +36.6% | -62.4% | +99.0% | +35.3% |
| YTD | +35.0% | -64.2% | +99.2% | +33.4% |
| All | +20.7% | -60.2% | +80.9% | +19.3% |
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 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