+963.3%
HIG vs IONS
+355.6%
+607.7%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | +0.3% | -4.8% | +5.2% | +0.9% |
| 30D | -3.2% | +7.2% | -10.4% | -4.2% |
| 3M | +9.1% | -22.7% | +31.8% | +12.2% |
| 6M | -1.8% | -26.9% | +25.1% | +1.6% |
| YTD | +1.8% | -26.6% | +28.3% | +5.1% |
| 1Y | +4.6% | -2.1% | +6.7% | +3.5% |
| 3Y | +101.6% | +43.4% | +58.2% | +83.6% |
| 5Y | +124.5% | +47.0% | +77.5% | +98.7% |
| 10Y | +317.8% | +97.2% | +220.6% | +233.7% |
| All | +963.3% | +355.6% | +607.7% | +458.7% |
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