+33.9%
ALNY vs IONS
+50.3%
-16.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.7% |
| 7D | -6.5% | -6.7% | +0.1% | -3.4% |
| 30D | +11.0% | -4.1% | +15.1% | +13.2% |
| 3M | -14.1% | -26.6% | +12.5% | -2.9% |
| 6M | -22.4% | -27.5% | +5.1% | -11.7% |
| YTD | -37.5% | -31.5% | -6.0% | -27.0% |
| 1Y | -46.9% | -15.3% | -31.6% | -44.7% |
| 3Y | +22.1% | +31.3% | -9.2% | -6.9% |
| All | +33.9% | +50.3% | -16.4% | -6.5% |
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 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