+1,348.4%
ABBV vs IONS
+165.2%
+1,183.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.1% | +9.3% | +1.4% |
| 7D | +2.8% | -30.3% | +33.0% | +7.4% |
| 30D | +7.0% | -37.7% | +44.7% | +13.4% |
| 3M | +19.2% | -50.5% | +69.7% | +30.2% |
| 6M | +47.8% | -62.8% | +110.5% | +66.7% |
| YTD | +32.5% | -64.4% | +96.8% | +50.2% |
| 1Y | +38.4% | -59.5% | +97.9% | +54.1% |
| 3Y | +134.3% | -39.2% | +173.5% | +140.5% |
| 5Y | +200.6% | -15.3% | +216.0% | +186.5% |
| 10Y | +590.1% | -31.2% | +621.3% | +545.0% |
| All | +1,348.4% | +165.2% | +1,183.2% | +1,177.8% |
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