+417.4%
HL vs IONS
+39.5%
+377.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.6% |
| 7D | +7.1% | -5.3% | +12.4% | +8.2% |
| 30D | +21.4% | +0.3% | +21.2% | +21.4% |
| 3M | +37.4% | -22.9% | +60.3% | +41.7% |
| 6M | +0.4% | -23.4% | +23.8% | +3.7% |
| YTD | +6.7% | -28.3% | +35.0% | +12.1% |
| 1Y | +102.4% | -7.0% | +109.4% | +103.1% |
| 3Y | +417.4% | +37.6% | +379.8% | +383.5% |
| All | +417.4% | +39.5% | +377.9% | +383.5% |
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 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