-62.1%
ALB vs IONS
+17.1%
-79.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.6% |
| 7D | +9.1% | -9.4% | +18.5% | +11.3% |
| 30D | -3.4% | -10.7% | +7.3% | -1.2% |
| 3M | -20.6% | -27.7% | +7.1% | -15.3% |
| 6M | -48.2% | -48.7% | +0.5% | -41.5% |
| YTD | -29.2% | -50.2% | +20.9% | -19.6% |
| 1Y | +10.0% | -46.8% | +56.8% | +23.0% |
| 3Y | -12.9% | -14.8% | +1.9% | -17.2% |
| All | -62.1% | +17.1% | -79.2% | -67.9% |
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