+249.2%
HPE vs IONS
+39.5%
+209.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.4% | +10.1% | +7.9% |
| 7D | +10.1% | -5.3% | +15.4% | +10.6% |
| 30D | +5.3% | +0.3% | +5.0% | +5.1% |
| 3M | +12.7% | -22.9% | +35.6% | +13.2% |
| 6M | +167.7% | -23.4% | +191.1% | +168.3% |
| YTD | +135.5% | -28.3% | +163.8% | +138.3% |
| 1Y | +143.4% | -7.0% | +150.4% | +134.9% |
| 3Y | +249.2% | +37.6% | +211.6% | +207.6% |
| All | +249.2% | +39.5% | +209.6% | +207.6% |
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