+15.6%
A vs IONS
-8.4%
+24.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.3% |
| 7D | -4.4% | -8.7% | +4.3% | -3.6% |
| 30D | -2.7% | -1.6% | -1.1% | -2.5% |
| 3M | +7.0% | -24.9% | +31.9% | +6.3% |
| 6M | +24.6% | -25.7% | +50.3% | +24.3% |
| YTD | +7.0% | -29.2% | +36.2% | +7.6% |
| 1Y | +15.6% | -13.0% | +28.6% | +9.3% |
| All | +15.6% | -8.4% | +24.0% | +9.3% |
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 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