+536.9%
HWM vs IONS
+17.1%
+519.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +2.2% |
| 7D | +3.3% | -9.4% | +12.7% | +4.6% |
| 30D | -7.6% | -10.7% | +3.1% | -6.3% |
| 3M | -28.9% | -27.7% | -1.3% | -25.9% |
| 6M | -19.7% | -48.7% | +29.0% | -12.9% |
| YTD | +0.5% | -50.2% | +50.7% | +9.3% |
| 1Y | +0.3% | -46.8% | +47.1% | +7.9% |
| 3Y | +325.8% | -14.8% | +340.7% | +310.6% |
| All | +536.9% | +17.1% | +519.8% | +464.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling