+2,352.1%
HST vs IONS
+266.7%
+2,085.4%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.2% |
| 7D | -2.7% | -9.4% | +6.7% | -1.5% |
| 30D | +10.7% | -10.7% | +21.4% | +12.2% |
| 3M | +6.3% | -27.7% | +33.9% | +10.2% |
| 6M | +19.0% | -48.7% | +67.7% | +27.8% |
| YTD | +47.0% | -50.2% | +97.2% | +58.3% |
| 1Y | +53.4% | -46.8% | +100.2% | +63.7% |
| 3Y | +78.0% | -14.8% | +92.8% | +75.4% |
| 5Y | +71.7% | +17.0% | +54.7% | +60.4% |
| 10Y | +146.2% | +45.3% | +100.9% | +114.0% |
| All | +2,352.1% | +266.7% | +2,085.4% | +1,412.6% |
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