+359.8%
HUT vs IONS
-16.4%
+376.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +1.6% | +13.0% | +13.9% |
| 7D | -11.4% | -9.4% | -1.9% | -7.3% |
| 30D | -41.0% | -10.7% | -30.3% | -37.8% |
| 3M | -41.9% | -27.7% | -14.3% | -33.9% |
| 6M | -51.7% | -48.7% | -3.0% | -38.1% |
| YTD | +14.6% | -50.2% | +64.8% | +49.9% |
| 1Y | +21.4% | -46.8% | +68.2% | +54.5% |
| 3Y | +359.8% | -14.8% | +374.7% | +359.3% |
| All | +359.8% | -16.4% | +376.2% | +359.3% |
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