-44.9%
IONS vs ALHC
-51.4%
+6.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.1% | -10.8% | -1.5% |
| 7D | -10.6% | -0.5% | -10.1% | -10.6% |
| 30D | -7.7% | -4.2% | -3.5% | -7.6% |
| 3M | -27.1% | -39.8% | +12.7% | -24.0% |
| 6M | -46.8% | -57.7% | +11.0% | -43.9% |
| YTD | -49.2% | -58.8% | +9.5% | -47.9% |
| 1Y | -44.9% | -52.4% | +7.5% | -46.1% |
| All | -44.9% | -51.4% | +6.5% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 1y: compounded portfolio wealth divided by compounded ALHC 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…
1y analysis · Full analysis span regression · 6 months rolling