+3,480.8%
HSY vs IONS
+440.4%
+3,040.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -3.3% | -4.8% | +1.6% | -3.1% |
| 30D | -2.8% | +7.2% | -10.0% | -3.1% |
| 3M | -4.5% | -22.7% | +18.2% | -3.7% |
| 6M | -24.2% | -26.9% | +2.7% | -23.5% |
| YTD | -2.7% | -26.6% | +23.8% | -1.8% |
| 1Y | -3.7% | -2.1% | -1.6% | -3.9% |
| 3Y | -11.5% | +43.4% | -54.9% | -13.5% |
| 5Y | +10.3% | +47.0% | -36.6% | +7.0% |
| 10Y | +122.1% | +97.2% | +24.9% | +110.2% |
| All | +3,480.8% | +440.4% | +3,040.4% | +2,960.9% |
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