-86.5%
HTZ vs IONS
+43.7%
-130.3%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +7.5% | -4.8% | +12.3% | +8.4% |
| 30D | +47.4% | +7.2% | +40.2% | +45.6% |
| 3M | -54.9% | -22.7% | -32.2% | -53.9% |
| 6M | -47.0% | -26.9% | -20.1% | -45.2% |
| YTD | -55.3% | -26.6% | -28.7% | -53.8% |
| 1Y | -57.6% | -2.1% | -55.5% | -59.0% |
| All | -86.5% | +43.7% | -130.3% | -88.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling