+400.4%
ALAB vs IONS
+38.3%
+362.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.1% | +9.8% | +9.8% |
| 7D | +7.2% | -4.8% | +12.1% | +7.9% |
| 30D | -2.5% | +7.2% | -9.7% | -3.7% |
| 3M | -13.3% | -22.7% | +9.4% | -12.0% |
| 6M | +172.8% | -26.9% | +199.7% | +179.6% |
| YTD | +86.6% | -26.6% | +113.2% | +91.5% |
| 1Y | +65.2% | -2.1% | +67.3% | +62.4% |
| All | +400.4% | +38.3% | +362.1% | +354.8% |
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