+25.0%
HL vs IONS
-44.5%
+69.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -0.7% | +13.8% | +13.4% |
| 7D | +0.2% | -10.6% | +10.8% | +3.3% |
| 30D | -12.1% | -7.7% | -4.4% | -10.2% |
| 3M | -2.8% | -27.1% | +24.3% | +5.3% |
| 6M | -14.9% | -46.8% | +31.9% | -7.1% |
| YTD | -22.0% | -49.2% | +27.2% | -10.4% |
| 1Y | +25.0% | -44.9% | +69.9% | +45.6% |
| All | +25.0% | -44.5% | +69.6% | +45.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling