+326.9%
AMGN vs IONS
-36.2%
+363.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.4% | +0.4% |
| 7D | +1.5% | -29.6% | +31.1% | +7.2% |
| 30D | +13.1% | -35.6% | +48.7% | +21.4% |
| 3M | +12.9% | -51.7% | +64.6% | +27.4% |
| 6M | +40.8% | -64.0% | +104.7% | +66.0% |
| YTD | +45.6% | -65.5% | +111.1% | +72.9% |
| 1Y | +42.7% | -62.4% | +105.2% | +66.8% |
| 3Y | +91.2% | -41.1% | +132.3% | +99.4% |
| 5Y | +158.1% | -16.5% | +174.6% | +142.9% |
| All | +326.9% | -36.2% | +363.1% | +305.5% |
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