+956.5%
HIG vs IONS
+127.9%
+828.5%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.4% | -6.0% | -0.4% |
| 7D | +2.6% | -26.3% | +28.9% | +6.3% |
| 30D | +4.2% | -31.9% | +36.1% | +9.0% |
| 3M | +0.2% | -48.0% | +48.2% | +8.4% |
| 6M | +4.6% | -62.6% | +67.2% | +17.5% |
| YTD | +1.1% | -63.3% | +64.4% | +13.7% |
| 1Y | +4.7% | -58.4% | +63.1% | +15.6% |
| 3Y | +95.5% | -38.2% | +133.7% | +98.5% |
| 5Y | +111.7% | -11.1% | +122.8% | +99.2% |
| 10Y | +263.4% | -31.7% | +295.2% | +235.3% |
| All | +956.5% | +127.9% | +828.5% | +504.5% |
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