+129.5%
HSY vs IONS
+86.9%
+42.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.4% | +0.2% |
| 7D | -1.6% | -5.3% | +3.7% | -1.2% |
| 30D | -4.2% | +0.3% | -4.5% | -4.3% |
| 3M | -0.7% | -22.9% | +22.2% | +0.7% |
| 6M | -21.8% | -23.4% | +1.6% | -20.6% |
| YTD | -2.7% | -28.3% | +25.7% | -0.8% |
| 1Y | -4.8% | -7.0% | +2.2% | -4.8% |
| 3Y | -9.4% | +37.6% | -47.0% | -13.1% |
| 5Y | +11.3% | +53.4% | -42.1% | +4.5% |
| All | +129.5% | +86.9% | +42.6% | +112.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling