-11.8%
ABT vs IONS
-59.1%
+47.3%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.1% |
| 7D | -5.4% | -29.4% | +24.1% | -3.9% |
| 30D | +8.0% | -35.1% | +43.1% | +10.2% |
| 3M | +0.2% | -48.9% | +49.1% | +4.6% |
| 6M | +34.1% | -62.4% | +96.6% | +42.1% |
| YTD | -10.6% | -64.2% | +53.6% | -5.2% |
| 1Y | -11.8% | -60.9% | +49.1% | -9.1% |
| All | -11.8% | -59.1% | +47.3% | -9.1% |
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