+134.3%
ABBV vs IONS
-40.7%
+175.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.1% | +9.3% | +1.1% |
| 7D | +2.8% | -30.3% | +33.0% | +6.3% |
| 30D | +7.0% | -37.7% | +44.7% | +11.9% |
| 3M | +19.2% | -50.5% | +69.7% | +27.8% |
| 6M | +47.8% | -62.8% | +110.5% | +62.7% |
| YTD | +32.5% | -64.4% | +96.8% | +46.4% |
| 1Y | +38.4% | -59.5% | +97.9% | +51.0% |
| 3Y | +134.3% | -39.2% | +173.5% | +138.6% |
| All | +134.3% | -40.7% | +175.0% | +138.6% |
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 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