+227.4%
HPE vs IONS
-34.1%
+261.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -21.4% | +27.5% | +7.8% |
| 7D | -7.1% | -24.8% | +17.7% | -5.3% |
| 30D | -35.3% | -31.5% | -3.7% | -33.4% |
| 3M | -10.4% | -45.2% | +34.7% | -6.4% |
| 6M | +52.5% | -59.1% | +111.5% | +60.9% |
| YTD | +100.3% | -60.8% | +161.1% | +112.4% |
| 1Y | +106.4% | -57.9% | +164.2% | +115.6% |
| 3Y | +227.4% | -34.5% | +261.9% | +190.9% |
| All | +227.4% | -34.1% | +261.5% | +190.9% |
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