-34.2%
ALB vs IONS
+43.7%
-77.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.4% | -4.4% |
| 7D | -8.1% | -4.8% | -3.2% | -7.2% |
| 30D | +6.3% | +7.2% | -0.9% | +4.9% |
| 3M | -23.6% | -22.7% | -0.9% | -21.1% |
| 6M | -24.6% | -26.9% | +2.3% | -21.4% |
| YTD | -10.3% | -26.6% | +16.3% | -6.4% |
| 1Y | +61.5% | -2.1% | +63.6% | +58.6% |
| All | -34.2% | +43.7% | -77.9% | -41.6% |
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