+236.1%
ALNY vs IONS
+87.6%
+148.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.6% |
| 7D | -6.5% | -6.7% | +0.1% | -3.6% |
| 30D | +11.0% | -4.1% | +15.1% | +13.1% |
| 3M | -14.1% | -26.6% | +12.5% | -3.2% |
| 6M | -22.4% | -27.5% | +5.1% | -12.1% |
| YTD | -37.5% | -31.5% | -6.0% | -27.4% |
| 1Y | -46.9% | -15.3% | -31.6% | -44.5% |
| 3Y | +22.1% | +31.3% | -9.2% | -2.4% |
| 5Y | +31.2% | +50.2% | -19.0% | -4.2% |
| All | +236.1% | +87.6% | +148.5% | +55.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling