+37.2%
HST vs IONS
-5.1%
+42.3%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | -1.0% | -4.8% | +3.8% | -0.8% |
| 30D | -12.3% | +7.2% | -19.5% | -12.4% |
| 3M | -6.4% | -22.7% | +16.3% | -6.3% |
| 6M | +15.0% | -26.9% | +41.9% | +15.1% |
| YTD | +30.5% | -26.6% | +57.1% | +30.7% |
| All | +37.2% | -5.1% | +42.3% | +34.5% |
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