+112,091.7%
HUBB vs IONS
+440.4%
+111,651.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +0.5% | -4.8% | +5.4% | +0.9% |
| 30D | -10.0% | +7.2% | -17.2% | -10.5% |
| 3M | -4.8% | -22.7% | +17.9% | -3.5% |
| 6M | -5.6% | -26.9% | +21.3% | -4.0% |
| YTD | +4.7% | -26.6% | +31.2% | +6.3% |
| 1Y | +6.7% | -2.1% | +8.8% | +6.2% |
| 3Y | +45.8% | +43.4% | +2.3% | +40.0% |
| 5Y | +145.9% | +47.0% | +98.9% | +133.6% |
| 10Y | +418.6% | +97.2% | +321.4% | +376.2% |
| All | +112,091.7% | +440.4% | +111,651.3% | +124,544.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling