+199.6%
AMGN vs IONS
+92.6%
+106.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.6% | -2.1% |
| 7D | -13.9% | -4.3% | -9.6% | -13.2% |
| 30D | -7.1% | +0.4% | -7.6% | -7.2% |
| 3M | +13.9% | -24.1% | +38.0% | +18.6% |
| 6M | +3.2% | -26.4% | +29.7% | +8.0% |
| YTD | +19.2% | -29.7% | +48.9% | +25.7% |
| 1Y | +41.1% | -13.0% | +54.2% | +43.2% |
| 3Y | +61.3% | +35.0% | +26.3% | +45.8% |
| 5Y | +109.1% | +54.2% | +54.9% | +78.3% |
| All | +199.6% | +92.6% | +106.9% | +134.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling