+17.1%
ALAB vs IONS
-47.1%
+64.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +5.8% |
| 7D | -26.3% | -9.4% | -16.9% | -24.3% |
| 30D | -50.1% | -10.7% | -39.4% | -48.6% |
| 3M | -42.5% | -27.7% | -14.8% | -39.2% |
| 6M | -10.8% | -48.7% | +37.9% | -7.3% |
| YTD | +14.6% | -50.2% | +64.8% | +22.4% |
| 1Y | +17.1% | -46.8% | +63.9% | +23.7% |
| All | +17.1% | -47.1% | +64.3% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling