+2,572.6%
HPQ vs IONS
+162.2%
+2,410.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.1% | +9.7% | +1.6% |
| 7D | +0.5% | -30.3% | +30.8% | +4.3% |
| 30D | -5.9% | -37.7% | +31.8% | -1.1% |
| 3M | -3.7% | -50.5% | +46.8% | +3.7% |
| 6M | +28.1% | -62.8% | +90.8% | +41.5% |
| YTD | +32.5% | -64.4% | +96.8% | +46.9% |
| 1Y | +18.1% | -59.5% | +77.6% | +28.8% |
| 3Y | +16.4% | -39.2% | +55.6% | +18.8% |
| 5Y | +8.9% | -15.3% | +24.2% | +5.1% |
| 10Y | +157.6% | -31.2% | +188.8% | +144.9% |
| All | +2,572.6% | +162.2% | +2,410.3% | +1,405.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling