+27.6%
USHY vs IONS
+36.3%
-8.7%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.2% |
| 7D | -0.1% | -8.7% | +8.5% | +0.1% |
| 30D | 0.0% | -1.6% | +1.6% | 0.0% |
| 3M | +0.8% | -24.9% | +25.7% | +1.4% |
| 6M | +1.9% | -25.7% | +27.6% | +2.5% |
| YTD | +2.3% | -29.2% | +31.4% | +2.9% |
| 1Y | +4.1% | -13.0% | +17.2% | +4.2% |
| All | +27.6% | +36.3% | -8.7% | +25.0% |
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