+292.2%
HIMS vs IONS
-16.3%
+308.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.6% | +6.5% | +7.5% |
| 7D | -6.1% | -9.4% | +3.4% | -2.7% |
| 30D | -12.0% | -10.7% | -1.3% | -8.2% |
| 3M | -12.3% | -27.7% | +15.3% | -2.8% |
| 6M | -3.3% | -48.7% | +45.4% | +17.0% |
| YTD | -19.9% | -50.2% | +30.2% | -2.1% |
| 1Y | -37.4% | -46.8% | +9.4% | -25.0% |
| All | +292.2% | -16.3% | +308.4% | +285.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling