+127.8%
HSY vs IONS
-27.6%
+155.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.1% | +9.3% | +0.9% |
| 7D | +3.8% | -30.3% | +34.1% | +6.4% |
| 30D | +6.9% | -37.7% | +44.6% | +10.3% |
| 3M | -4.1% | -50.5% | +46.4% | +0.6% |
| 6M | -5.0% | -62.8% | +57.8% | +1.4% |
| YTD | -2.3% | -64.4% | +62.1% | +4.5% |
| 1Y | +6.1% | -59.5% | +65.6% | +12.4% |
| 3Y | -0.7% | -39.2% | +38.5% | +0.7% |
| 5Y | +9.9% | -15.3% | +25.2% | +6.8% |
| 10Y | +127.8% | -31.2% | +159.0% | +121.3% |
| All | +127.8% | -27.6% | +155.4% | +121.3% |
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