+8,467.9%
ADBE vs IONS
+266.7%
+8,201.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.6% | -4.5% | -3.1% |
| 7D | -4.4% | -9.4% | +5.1% | -3.0% |
| 30D | +2.8% | -10.7% | +13.5% | +4.4% |
| 3M | -8.0% | -27.7% | +19.6% | -4.0% |
| 6M | -4.3% | -48.7% | +44.4% | +4.1% |
| YTD | -31.6% | -50.2% | +18.5% | -25.5% |
| 1Y | -26.9% | -46.8% | +19.9% | -21.2% |
| 3Y | -57.7% | -14.8% | -42.8% | -58.7% |
| 5Y | -63.9% | +17.0% | -80.9% | -66.8% |
| 10Y | +125.3% | +45.3% | +80.0% | +91.6% |
| All | +8,467.9% | +266.7% | +8,201.2% | +4,326.9% |
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