+207.4%
ALAB vs IONS
-6.1%
+213.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +6.0% |
| 7D | -26.3% | -9.4% | -16.9% | -24.8% |
| 30D | -50.1% | -10.7% | -39.4% | -49.0% |
| 3M | -42.5% | -27.7% | -14.8% | -39.5% |
| 6M | -10.8% | -48.7% | +37.9% | -3.3% |
| YTD | +14.6% | -50.2% | +64.8% | +25.1% |
| 1Y | +17.1% | -46.8% | +63.9% | +26.6% |
| All | +207.4% | -6.1% | +213.6% | +197.0% |
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