+428.6%
HUBB vs IONS
+92.6%
+335.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -1.7% | -4.3% | +2.6% | -1.1% |
| 30D | -12.7% | +0.4% | -13.1% | -12.8% |
| 3M | -2.9% | -24.1% | +21.2% | 0.0% |
| 6M | -4.8% | -26.4% | +21.7% | -1.6% |
| YTD | +2.8% | -29.7% | +32.4% | +6.9% |
| 1Y | +3.5% | -13.0% | +16.6% | +4.1% |
| 3Y | +43.5% | +35.0% | +8.5% | +30.7% |
| 5Y | +154.2% | +54.2% | +100.0% | +120.2% |
| All | +428.6% | +92.6% | +335.9% | +341.4% |
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