+138.5%
HLT vs IONS
+54.3%
+84.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | -0.2% |
| 7D | -2.6% | -4.3% | +1.7% | -2.0% |
| 30D | -2.6% | +0.4% | -3.0% | -2.7% |
| 3M | -9.4% | -24.1% | +14.7% | -6.8% |
| 6M | +2.7% | -26.4% | +29.2% | +6.2% |
| YTD | +6.8% | -29.7% | +36.4% | +10.9% |
| 1Y | +12.4% | -13.0% | +25.4% | +12.7% |
| 3Y | +100.2% | +35.0% | +65.1% | +78.4% |
| All | +138.5% | +54.3% | +84.2% | +100.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling