+250.6%
HPE vs IONS
-11.1%
+261.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -21.4% | +27.5% | +8.4% |
| 7D | -7.1% | -24.8% | +17.7% | -4.6% |
| 30D | -35.3% | -31.5% | -3.7% | -32.8% |
| 3M | -10.4% | -45.2% | +34.7% | -4.9% |
| 6M | +52.5% | -59.1% | +111.5% | +65.0% |
| YTD | +100.3% | -60.8% | +161.1% | +117.9% |
| 1Y | +106.4% | -57.9% | +164.2% | +121.3% |
| 3Y | +227.4% | -34.5% | +261.9% | +211.0% |
| 5Y | +250.6% | -8.8% | +259.4% | +212.1% |
| All | +250.6% | -11.1% | +261.7% | +212.1% |
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