+95.6%
HBM vs IONS
-14.8%
+110.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.1% |
| 7D | -3.3% | -6.7% | +3.4% | -2.3% |
| 30D | -4.8% | -4.1% | -0.7% | -4.2% |
| 3M | -0.4% | -26.6% | +26.1% | -1.4% |
| 6M | +17.9% | -27.5% | +45.4% | +17.3% |
| YTD | +33.7% | -31.5% | +65.2% | +38.0% |
| 1Y | +95.6% | -15.3% | +110.9% | +101.5% |
| All | +95.6% | -14.8% | +110.4% | +101.5% |
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