+3,582.7%
HSY vs IONS
+266.7%
+3,316.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.3% |
| 7D | +7.5% | -9.4% | +17.0% | +7.9% |
| 30D | +11.1% | -10.7% | +21.8% | +11.5% |
| 3M | -1.9% | -27.7% | +25.7% | -0.8% |
| 6M | -3.0% | -48.7% | +45.7% | -0.7% |
| YTD | 0.0% | -50.2% | +50.2% | +2.4% |
| 1Y | +9.4% | -46.8% | +56.2% | +11.7% |
| 3Y | +3.8% | -14.8% | +18.6% | +3.4% |
| 5Y | +15.2% | +17.0% | -1.8% | +12.6% |
| 10Y | +126.9% | +45.3% | +81.6% | +117.2% |
| All | +3,582.7% | +266.7% | +3,316.0% | +3,092.3% |
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 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