+456.2%
HBM vs IONS
+91.7%
+364.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.4% | -7.5% | -2.4% |
| 7D | +2.2% | -26.3% | +28.5% | +7.5% |
| 30D | -11.8% | -31.9% | +20.1% | -5.7% |
| 3M | -19.2% | -48.0% | +28.8% | -9.0% |
| 6M | -22.9% | -62.6% | +39.7% | -8.4% |
| YTD | +7.8% | -63.3% | +71.1% | +28.7% |
| 1Y | +34.9% | -58.4% | +93.3% | +56.9% |
| 3Y | +422.2% | -38.2% | +460.4% | +439.4% |
| 5Y | +192.8% | -11.1% | +203.9% | +170.7% |
| 10Y | +281.1% | -31.7% | +312.9% | +254.2% |
| All | +456.2% | +91.7% | +364.5% | +216.5% |
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 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