+19.7%
HPQ vs IONS
+39.5%
-19.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.1% | -4.3% |
| 7D | -0.5% | -5.3% | +4.8% | 0.0% |
| 30D | +3.7% | +0.3% | +3.5% | +3.7% |
| 3M | +24.3% | -22.9% | +47.2% | +26.1% |
| 6M | +64.8% | -23.4% | +88.2% | +67.1% |
| YTD | +43.9% | -28.3% | +72.2% | +46.9% |
| 1Y | +11.7% | -7.0% | +18.7% | +10.5% |
| 3Y | +19.7% | +37.6% | -17.9% | +10.2% |
| All | +19.7% | +39.5% | -19.9% | +10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling