+47.5%
HUBB vs IONS
+39.5%
+7.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.1% |
| 7D | +4.8% | -5.3% | +10.1% | +5.4% |
| 30D | -9.3% | +0.3% | -9.6% | -9.4% |
| 3M | -3.9% | -22.9% | +19.0% | -2.2% |
| 6M | -0.8% | -23.4% | +22.6% | +0.9% |
| YTD | +5.6% | -28.3% | +33.9% | +8.2% |
| 1Y | +7.7% | -7.0% | +14.8% | +7.1% |
| 3Y | +47.5% | +37.6% | +9.8% | +39.1% |
| All | +47.5% | +39.5% | +7.9% | +39.1% |
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 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