+46.4%
THC vs IONS
-59.3%
+105.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.1% | +9.5% | +1.4% |
| 7D | +8.8% | -30.3% | +39.1% | +12.7% |
| 30D | +10.0% | -37.7% | +47.8% | +15.8% |
| 3M | +11.7% | -50.5% | +62.2% | +21.2% |
| 6M | +52.5% | -62.8% | +115.2% | +69.2% |
| YTD | +46.1% | -64.4% | +110.4% | +61.4% |
| All | +46.4% | -59.3% | +105.7% | +49.9% |
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