-54.1%
ADBE vs IONS
+39.5%
-93.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -3.4% |
| 7D | -10.1% | -5.3% | -4.8% | -9.9% |
| 30D | -3.0% | +0.3% | -3.3% | -3.1% |
| 3M | +5.0% | -22.9% | +27.9% | +5.8% |
| 6M | -9.3% | -23.4% | +14.1% | -8.6% |
| YTD | -26.5% | -28.3% | +1.8% | -25.8% |
| 1Y | -28.3% | -7.0% | -21.2% | -28.8% |
| 3Y | -54.1% | +37.6% | -91.7% | -55.1% |
| All | -54.1% | +39.5% | -93.6% | -55.1% |
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 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