+1,579.2%
HWM vs IONS
-5.7%
+1,584.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -21.4% | +26.4% | +9.0% |
| 7D | +1.6% | -24.8% | +26.4% | +6.3% |
| 30D | -3.9% | -31.5% | +27.6% | +2.3% |
| 3M | -23.2% | -45.2% | +22.0% | -15.0% |
| 6M | -20.0% | -59.1% | +39.1% | -7.2% |
| YTD | +5.7% | -60.8% | +66.5% | +23.4% |
| 1Y | +4.9% | -57.9% | +62.7% | +20.5% |
| 3Y | +347.0% | -34.5% | +381.5% | +349.7% |
| 5Y | +563.0% | -8.8% | +571.8% | +492.4% |
| 10Y | +1,579.2% | -19.2% | +1,598.4% | +1,386.9% |
| All | +1,579.2% | -5.7% | +1,584.8% | +1,386.9% |
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 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