+301.7%
HIG vs IONS
+87.6%
+214.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | 0.0% |
| 7D | -1.5% | -6.7% | +5.2% | -0.7% |
| 30D | -0.4% | -4.1% | +3.8% | +0.1% |
| 3M | +6.7% | -26.6% | +33.2% | +9.9% |
| 6M | +2.0% | -27.5% | +29.5% | +5.1% |
| YTD | +0.3% | -31.5% | +31.8% | +3.9% |
| 1Y | +4.2% | -15.3% | +19.5% | +5.0% |
| 3Y | +102.2% | +31.3% | +70.9% | +86.9% |
| 5Y | +118.5% | +50.2% | +68.3% | +92.4% |
| All | +301.7% | +87.6% | +214.1% | +237.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling