-14.8%
IONS vs ALHC
+21.9%
-36.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.9% | +4.5% | +1.8% |
| 7D | -9.4% | +1.0% | -10.4% | -9.5% |
| 30D | -10.7% | -14.2% | +3.4% | -9.9% |
| 3M | -27.7% | -45.1% | +17.5% | -24.6% |
| 6M | -48.7% | -59.5% | +10.8% | -45.9% |
| YTD | -50.2% | -62.8% | +12.7% | -47.4% |
| 1Y | -46.8% | -55.5% | +8.7% | -44.6% |
| 3Y | -14.8% | +25.7% | -40.5% | -18.3% |
| All | -14.8% | +21.9% | -36.8% | -18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling