+37.3%
HPQ vs IONS
+52.5%
-15.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +4.1% |
| 7D | +1.3% | -8.7% | +9.9% | +2.3% |
| 30D | +8.7% | -1.6% | +10.3% | +8.8% |
| 3M | +31.5% | -24.9% | +56.3% | +34.6% |
| 6M | +76.0% | -25.7% | +101.7% | +80.3% |
| YTD | +49.5% | -29.2% | +78.7% | +53.9% |
| 1Y | +17.3% | -13.0% | +30.3% | +17.3% |
| 3Y | +24.4% | +35.9% | -11.6% | +12.8% |
| 5Y | +37.3% | +54.5% | -17.2% | +21.7% |
| All | +37.3% | +52.5% | -15.2% | +21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling