+370.3%
HPE vs IONS
-32.1%
+402.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +6.4% | -10.1% | -4.7% |
| 7D | +7.9% | -26.3% | +34.1% | +12.1% |
| 30D | -23.5% | -31.9% | +8.5% | -19.4% |
| 3M | -19.1% | -48.0% | +28.9% | -11.4% |
| 6M | +51.4% | -62.6% | +114.0% | +72.1% |
| YTD | +103.4% | -63.3% | +166.7% | +131.5% |
| 1Y | +114.4% | -58.4% | +172.8% | +138.1% |
| 3Y | +224.7% | -38.2% | +262.9% | +222.7% |
| 5Y | +277.8% | -11.1% | +288.9% | +239.3% |
| All | +370.3% | -32.1% | +402.4% | +333.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling