-6.6%
ALB vs IONS
-59.1%
+52.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | +1.1% | -29.4% | +30.5% | +6.8% |
| 30D | -2.6% | -35.1% | +32.5% | +4.8% |
| 3M | -25.6% | -48.9% | +23.3% | -16.4% |
| 6M | -54.0% | -62.4% | +8.4% | -47.4% |
| YTD | -31.6% | -64.2% | +32.6% | -19.4% |
| 1Y | -6.6% | -60.9% | +54.3% | +8.4% |
| All | -6.6% | -59.1% | +52.6% | +8.4% |
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 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