+376.9%
HUBB vs IONS
-32.1%
+409.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.4% | -6.6% | -1.1% |
| 7D | +1.8% | -26.3% | +28.0% | +5.5% |
| 30D | -7.7% | -31.9% | +24.3% | -3.2% |
| 3M | -13.6% | -48.0% | +34.4% | -6.0% |
| 6M | -9.1% | -62.6% | +53.4% | +2.7% |
| YTD | -0.7% | -63.3% | +62.5% | +12.4% |
| 1Y | +1.1% | -58.4% | +59.5% | +12.2% |
| 3Y | +56.2% | -38.2% | +94.4% | +58.1% |
| 5Y | +126.6% | -11.1% | +137.7% | +109.4% |
| All | +376.9% | -32.1% | +409.0% | +354.8% |
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