+630.8%
HLT vs IONS
+55.1%
+575.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.8% |
| 7D | -2.4% | -5.3% | +2.9% | -1.7% |
| 30D | -4.1% | +0.3% | -4.4% | -4.2% |
| 3M | -10.6% | -22.9% | +12.3% | -8.1% |
| 6M | +2.0% | -23.4% | +25.5% | +4.9% |
| YTD | +6.1% | -28.3% | +34.5% | +10.0% |
| 1Y | +9.8% | -7.0% | +16.8% | +9.4% |
| 3Y | +99.0% | +37.6% | +61.4% | +81.8% |
| 5Y | +151.5% | +53.4% | +98.1% | +121.9% |
| 10Y | +561.1% | +83.9% | +477.2% | +450.4% |
| All | +630.8% | +55.1% | +575.7% | +551.0% |
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