+80.6%
IONS vs HRB
+209.1%
-128.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.1% | -2.7% |
| 7D | -6.7% | -8.0% | +1.4% | -5.2% |
| 30D | -4.1% | -16.0% | +11.9% | -1.0% |
| 3M | -26.6% | +26.9% | -53.4% | -30.4% |
| 6M | -27.5% | +51.1% | -78.6% | -34.3% |
| YTD | -31.5% | +7.1% | -38.5% | -33.4% |
| 1Y | -15.3% | -9.6% | -5.7% | -14.6% |
| 3Y | +31.3% | +25.4% | +5.9% | +20.0% |
| 5Y | +50.2% | +114.9% | -64.7% | +18.5% |
| All | +80.6% | +209.1% | -128.6% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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