+57.1%
HL vs IONS
+170.3%
-113.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.4% | -8.3% | -2.4% |
| 7D | -11.1% | -26.3% | +15.2% | -9.0% |
| 30D | -12.1% | -31.9% | +19.9% | -9.3% |
| 3M | -26.1% | -48.0% | +21.9% | -22.0% |
| 6M | -37.7% | -62.6% | +24.8% | -32.7% |
| YTD | -31.7% | -63.3% | +31.6% | -26.0% |
| 1Y | -11.6% | -58.4% | +46.7% | -5.3% |
| 3Y | +249.6% | -38.2% | +287.9% | +257.7% |
| 5Y | +108.5% | -11.1% | +119.6% | +105.9% |
| 10Y | +127.0% | -31.7% | +158.7% | +121.9% |
| All | +57.1% | +170.3% | -113.2% | +25.8% |
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