+9,442.1%
ADBE vs IONS
+440.4%
+9,001.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.1% | -6.7% | -6.7% |
| 7D | -8.6% | -4.8% | -3.7% | -8.0% |
| 30D | +2.8% | +7.2% | -4.4% | +1.6% |
| 3M | +3.1% | -22.7% | +25.8% | +6.1% |
| 6M | -2.4% | -26.9% | +24.5% | +1.0% |
| YTD | -23.9% | -26.6% | +2.7% | -21.4% |
| 1Y | -22.6% | -2.1% | -20.5% | -23.5% |
| 3Y | -52.7% | +43.4% | -96.1% | -57.2% |
| 5Y | -60.0% | +47.0% | -107.0% | -64.5% |
| 10Y | +157.3% | +97.2% | +60.1% | +109.3% |
| All | +9,442.1% | +440.4% | +9,001.7% | +4,572.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling