+325.7%
AMGN vs IONS
-32.1%
+357.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.4% | -6.7% | -1.4% |
| 7D | +1.1% | -26.3% | +27.4% | +6.0% |
| 30D | +9.3% | -31.9% | +41.2% | +16.1% |
| 3M | +12.1% | -48.0% | +60.1% | +24.8% |
| 6M | +40.3% | -62.6% | +102.8% | +64.2% |
| YTD | +45.2% | -63.3% | +108.4% | +70.4% |
| 1Y | +42.4% | -58.4% | +100.8% | +63.4% |
| 3Y | +91.0% | -38.2% | +129.3% | +97.6% |
| 5Y | +157.4% | -11.1% | +168.5% | +139.4% |
| All | +325.7% | -32.1% | +357.8% | +299.7% |
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