+2,254.7%
ALB vs IONS
+473.4%
+1,781.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.7% |
| 7D | +9.1% | -9.4% | +18.5% | +10.3% |
| 30D | -3.4% | -10.7% | +7.3% | -2.1% |
| 3M | -20.6% | -27.7% | +7.1% | -17.5% |
| 6M | -48.2% | -48.7% | +0.5% | -44.2% |
| YTD | -29.2% | -50.2% | +20.9% | -23.6% |
| 1Y | +10.0% | -46.8% | +56.8% | +17.7% |
| 3Y | -12.9% | -14.8% | +1.9% | -13.6% |
| 5Y | -61.3% | +17.0% | -78.3% | -63.5% |
| 10Y | +35.8% | +45.3% | -9.5% | +21.3% |
| All | +2,254.7% | +473.4% | +1,781.3% | +1,368.9% |
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 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