-27.1%
JHX vs IONS
+53.9%
-81.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.4% |
| 7D | -4.9% | -4.3% | -0.6% | -4.2% |
| 30D | -9.3% | +0.4% | -9.7% | -9.5% |
| 3M | +28.1% | -24.1% | +52.2% | +32.5% |
| 6M | +35.2% | -26.4% | +61.7% | +40.6% |
| YTD | +35.9% | -29.7% | +65.5% | +42.3% |
| 1Y | +42.5% | -13.0% | +55.6% | +43.6% |
| 3Y | -4.5% | +35.0% | -39.5% | -15.8% |
| 5Y | -27.1% | +54.2% | -81.3% | -38.8% |
| All | -27.1% | +53.9% | -81.0% | -38.8% |
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