+124.4%
HSY vs IONS
-32.1%
+156.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.4% | -5.8% | +0.1% |
| 7D | -2.1% | -26.3% | +24.1% | -0.2% |
| 30D | +6.1% | -31.9% | +38.0% | +8.8% |
| 3M | -5.6% | -48.0% | +42.4% | -1.4% |
| 6M | -9.5% | -62.6% | +53.0% | -3.5% |
| YTD | -2.1% | -63.3% | +61.2% | +4.4% |
| 1Y | +0.8% | -58.4% | +59.2% | +6.5% |
| 3Y | -2.1% | -38.2% | +36.1% | -0.9% |
| 5Y | +11.2% | -11.1% | +22.3% | +7.7% |
| All | +124.4% | -32.1% | +156.5% | +121.1% |
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