+48.4%
THC vs IONS
-55.7%
+104.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -21.4% | +23.4% | +4.3% |
| 7D | +7.5% | -24.8% | +32.3% | +10.7% |
| 30D | +9.6% | -31.5% | +41.1% | +14.4% |
| 3M | +10.3% | -45.2% | +55.4% | +18.6% |
| 6M | +51.8% | -59.1% | +110.9% | +67.3% |
| YTD | +45.4% | -60.8% | +106.2% | +59.7% |
| All | +48.4% | -55.7% | +104.2% | +47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling