+49.8%
HBM vs IONS
-44.5%
+94.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +3.8% |
| 7D | -5.8% | -10.6% | +4.7% | -3.8% |
| 30D | -18.5% | -7.7% | -10.8% | -17.2% |
| 3M | -10.3% | -27.1% | +16.8% | -5.4% |
| 6M | +2.1% | -46.8% | +48.9% | +7.0% |
| YTD | +12.0% | -49.2% | +61.3% | +21.6% |
| 1Y | +49.8% | -44.9% | +94.7% | +58.2% |
| All | +49.8% | -44.5% | +94.3% | +58.2% |
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 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