-61.1%
ADBE vs IONS
+54.4%
-115.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -3.1% |
| 7D | -10.1% | -5.3% | -4.8% | -9.4% |
| 30D | -3.0% | +0.3% | -3.3% | -3.2% |
| 3M | +5.0% | -22.9% | +27.9% | +8.2% |
| 6M | -9.3% | -23.4% | +14.1% | -6.6% |
| YTD | -26.5% | -28.3% | +1.8% | -23.7% |
| 1Y | -28.3% | -7.0% | -21.2% | -29.2% |
| 3Y | -54.1% | +37.6% | -91.7% | -60.6% |
| All | -61.1% | +54.4% | -115.5% | -69.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling