+48.7%
USHY vs IONS
-47.5%
+96.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | -0.2% | -29.4% | +29.2% | +1.6% |
| 30D | +0.5% | -35.1% | +35.6% | +2.7% |
| 3M | -1.2% | -48.9% | +47.7% | +2.4% |
| 6M | -0.1% | -62.4% | +62.3% | +5.0% |
| YTD | +1.1% | -64.2% | +65.3% | +6.5% |
| 1Y | +2.0% | -60.9% | +62.9% | +6.8% |
| 3Y | +25.8% | -38.9% | +64.7% | +26.4% |
| 5Y | +20.4% | -15.6% | +36.0% | +16.9% |
| All | +48.7% | -47.5% | +96.2% | +46.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling