+418.8%
THC vs IONS
-16.4%
+435.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.3% |
| 7D | +3.7% | -9.4% | +13.1% | +5.2% |
| 30D | +9.0% | -10.7% | +19.8% | +10.8% |
| 3M | +10.4% | -27.7% | +38.1% | +15.3% |
| 6M | +45.7% | -48.7% | +94.4% | +58.9% |
| YTD | +42.6% | -50.2% | +92.7% | +55.9% |
| 1Y | +38.8% | -46.8% | +85.6% | +50.2% |
| 3Y | +418.8% | -14.8% | +433.7% | +382.1% |
| All | +418.8% | -16.4% | +435.2% | +382.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling