+1.7%
HUT vs IONS
-44.5%
+46.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | -0.7% | -22.6% | -23.0% |
| 7D | -29.5% | -10.6% | -19.0% | -26.2% |
| 30D | -45.2% | -7.7% | -37.5% | -43.2% |
| 3M | -51.6% | -27.1% | -24.5% | -46.1% |
| 6M | -37.3% | -46.8% | +9.5% | -26.2% |
| YTD | +6.5% | -49.2% | +55.8% | +34.8% |
| 1Y | +1.7% | -44.9% | +46.6% | +18.0% |
| All | +1.7% | -44.5% | +46.3% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling