+23.5%
HPQ vs IONS
-60.0%
+83.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.4% | -4.7% | +1.6% |
| 7D | +3.2% | -26.3% | +29.4% | +3.4% |
| 30D | -3.6% | -31.9% | +28.3% | -3.3% |
| 3M | -5.3% | -48.0% | +42.7% | -5.2% |
| 6M | +41.1% | -62.6% | +103.7% | +39.5% |
| YTD | +36.9% | -63.3% | +100.1% | +35.0% |
| 1Y | +23.5% | -58.4% | +81.9% | +23.7% |
| All | +23.5% | -60.0% | +83.5% | +23.7% |
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 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