+698.7%
HUBS vs IONS
+45.7%
+653.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.5% | -2.4% |
| 7D | -4.3% | -5.3% | +1.0% | -3.1% |
| 30D | +14.2% | +0.3% | +14.0% | +13.8% |
| 3M | +15.5% | -22.9% | +38.4% | +20.4% |
| 6M | -18.9% | -23.4% | +4.5% | -15.6% |
| YTD | -40.1% | -28.3% | -11.8% | -36.9% |
| 1Y | -51.8% | -7.0% | -44.7% | -52.7% |
| 3Y | -55.2% | +37.6% | -92.9% | -62.3% |
| 5Y | -64.7% | +53.4% | -118.1% | -71.4% |
| 10Y | +327.0% | +83.9% | +243.0% | +228.3% |
| All | +698.7% | +45.7% | +653.1% | +504.6% |
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 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