-58.5%
HUBS vs IONS
+31.9%
-90.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.4% | +1.0% |
| 7D | -9.0% | -6.7% | -2.3% | -8.6% |
| 30D | +7.2% | -4.1% | +11.3% | +7.4% |
| 3M | +20.9% | -26.6% | +47.4% | +23.0% |
| 6M | -13.0% | -27.5% | +14.5% | -11.5% |
| YTD | -43.8% | -31.5% | -12.4% | -42.7% |
| 1Y | -54.6% | -15.3% | -39.3% | -55.2% |
| 3Y | -58.5% | +31.3% | -89.7% | -61.3% |
| All | -58.5% | +31.9% | -90.3% | -61.3% |
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