+71.7%
HST vs IONS
+47.7%
+24.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | -1.0% | -4.8% | +3.8% | -0.3% |
| 30D | -12.3% | +7.2% | -19.5% | -13.2% |
| 3M | -6.4% | -22.7% | +16.3% | -3.7% |
| 6M | +15.0% | -26.9% | +41.9% | +19.2% |
| YTD | +30.5% | -26.6% | +57.1% | +35.0% |
| 1Y | +35.7% | -2.1% | +37.8% | +33.4% |
| 3Y | +68.4% | +43.4% | +24.9% | +47.3% |
| All | +71.7% | +47.7% | +24.0% | +41.8% |
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