+11.5%
ABT vs IONS
+39.5%
-28.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -2.4% |
| 7D | -3.1% | -5.3% | +2.2% | -2.8% |
| 30D | -2.1% | +0.3% | -2.4% | -2.1% |
| 3M | +17.4% | -22.9% | +40.3% | +18.9% |
| 6M | -2.4% | -23.4% | +21.0% | -1.2% |
| YTD | -14.2% | -28.3% | +14.1% | -12.9% |
| 1Y | -18.3% | -7.0% | -11.3% | -18.2% |
| 3Y | +11.5% | +37.6% | -26.1% | +7.5% |
| All | +11.5% | +39.5% | -28.0% | +7.5% |
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