+21.5%
USHY vs IONS
+52.5%
-31.0%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.1% |
| 7D | -0.1% | -8.7% | +8.5% | +0.3% |
| 30D | 0.0% | -1.6% | +1.6% | 0.0% |
| 3M | +0.8% | -24.9% | +25.7% | +2.0% |
| 6M | +1.9% | -25.7% | +27.6% | +3.1% |
| YTD | +2.3% | -29.2% | +31.4% | +3.6% |
| 1Y | +4.1% | -13.0% | +17.2% | +4.3% |
| 3Y | +27.8% | +35.9% | -8.2% | +22.7% |
| 5Y | +21.5% | +54.5% | -33.0% | +14.2% |
| All | +21.5% | +52.5% | -31.0% | +14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling