+2,357.9%
JHX vs IONS
+186.0%
+2,171.9%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.6% | -1.4% |
| 7D | +4.5% | -5.3% | +9.8% | +5.2% |
| 30D | -1.2% | +0.3% | -1.5% | -1.4% |
| 3M | +32.8% | -22.9% | +55.7% | +36.2% |
| 6M | +41.2% | -23.4% | +64.6% | +44.9% |
| YTD | +43.9% | -28.3% | +72.2% | +48.8% |
| 1Y | +48.0% | -7.0% | +55.1% | +47.9% |
| 3Y | +1.2% | +37.6% | -36.4% | -5.9% |
| 5Y | -22.6% | +53.4% | -76.0% | -30.0% |
| 10Y | +111.5% | +83.9% | +27.5% | +80.8% |
| All | +2,357.9% | +186.0% | +2,171.9% | +1,685.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling