-19.7%
HUBS vs IONS
-23.8%
+4.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.0% | -4.5% |
| 7D | -6.2% | -8.7% | +2.4% | -7.7% |
| 30D | +6.6% | -1.6% | +8.2% | +6.5% |
| 3M | +16.4% | -24.9% | +41.3% | +14.1% |
| 6M | -19.7% | -25.7% | +5.9% | -21.6% |
| All | -19.7% | -23.8% | +4.0% | -21.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling