+20.0%
HPQ vs IONS
-12.9%
+32.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.2% | +6.1% | +4.9% |
| 7D | +2.2% | -8.7% | +10.9% | +2.3% |
| 30D | +9.7% | -1.6% | +11.4% | +9.8% |
| 3M | +32.7% | -24.9% | +57.6% | +31.8% |
| 6M | +77.7% | -25.7% | +103.4% | +76.1% |
| YTD | +51.0% | -29.2% | +80.2% | +50.0% |
| All | +20.0% | -12.9% | +32.9% | +14.2% |
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