+82.9%
HST vs IONS
-18.9%
+101.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | -0.5% |
| 7D | +3.6% | -29.6% | +33.2% | +8.0% |
| 30D | +9.9% | -35.6% | +45.5% | +16.1% |
| 3M | +12.9% | -51.7% | +64.6% | +24.2% |
| 6M | +22.9% | -64.0% | +86.9% | +39.8% |
| YTD | +52.4% | -65.5% | +117.9% | +74.4% |
| 1Y | +52.5% | -62.4% | +115.0% | +71.9% |
| 3Y | +87.4% | -41.1% | +128.5% | +86.9% |
| 5Y | +82.9% | -16.5% | +99.4% | +62.2% |
| All | +82.9% | -18.9% | +101.8% | +62.2% |
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 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