+267.2%
ALAB vs IONS
-35.0%
+302.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.6% | +2.2% | -0.9% |
| 7D | +26.9% | -29.6% | +56.5% | +31.5% |
| 30D | -30.0% | -35.6% | +5.6% | -26.1% |
| 3M | -28.5% | -51.7% | +23.1% | -21.6% |
| 6M | +11.4% | -64.0% | +75.4% | +25.2% |
| YTD | +36.9% | -65.5% | +102.4% | +55.2% |
| 1Y | +44.4% | -62.4% | +106.8% | +61.8% |
| All | +267.2% | -35.0% | +302.2% | +268.4% |
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 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