+130.2%
HUBB vs IONS
-14.9%
+145.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.3% |
| 7D | +1.2% | -29.4% | +30.6% | +4.2% |
| 30D | -6.4% | -35.1% | +28.7% | -2.9% |
| 3M | -14.4% | -48.9% | +34.5% | -9.0% |
| 6M | -9.0% | -62.4% | +53.4% | -0.7% |
| YTD | +0.7% | -64.2% | +64.9% | +10.4% |
| 1Y | -0.3% | -60.9% | +60.6% | +8.2% |
| 3Y | +59.2% | -38.9% | +98.1% | +58.6% |
| 5Y | +130.2% | -15.6% | +145.8% | +119.5% |
| All | +130.2% | -14.9% | +145.1% | +119.5% |
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