+1,516.8%
HWM vs IONS
-29.6%
+1,546.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.5% | +1.8% | +2.2% |
| 7D | +5.0% | -29.4% | +34.4% | +11.0% |
| 30D | +1.5% | -35.1% | +36.6% | +8.9% |
| 3M | -20.3% | -48.9% | +28.6% | -10.8% |
| 6M | -18.0% | -62.4% | +44.4% | -3.6% |
| YTD | +9.5% | -64.2% | +73.7% | +29.7% |
| 1Y | +7.5% | -60.9% | +68.4% | +25.0% |
| 3Y | +355.7% | -38.9% | +394.5% | +363.3% |
| 5Y | +610.2% | -15.6% | +625.8% | +543.0% |
| 10Y | +1,516.8% | -33.5% | +1,550.2% | +1,411.1% |
| All | +1,516.8% | -29.6% | +1,546.4% | +1,411.1% |
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