+156.4%
ADBE vs IONS
+84.6%
+71.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.7% |
| 7D | -8.9% | -8.7% | -0.3% | -7.3% |
| 30D | -6.6% | -1.6% | -5.0% | -6.5% |
| 3M | +7.1% | -24.9% | +32.0% | +11.9% |
| 6M | -9.8% | -25.7% | +15.9% | -5.8% |
| YTD | -27.2% | -29.2% | +2.0% | -23.5% |
| 1Y | -28.0% | -13.0% | -15.0% | -27.8% |
| 3Y | -54.5% | +35.9% | -90.5% | -60.8% |
| 5Y | -61.5% | +54.5% | -116.0% | -68.7% |
| 10Y | +156.4% | +93.1% | +63.3% | +105.3% |
| All | +156.4% | +84.6% | +71.9% | +105.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling