+206.5%
AMGN vs IONS
+93.9%
+112.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.3% |
| 7D | -11.6% | -8.7% | -3.0% | -10.2% |
| 30D | -5.7% | -1.6% | -4.1% | -5.4% |
| 3M | +14.2% | -24.9% | +39.1% | +19.1% |
| 6M | +5.2% | -25.7% | +30.9% | +9.8% |
| YTD | +22.0% | -29.2% | +51.2% | +28.5% |
| 1Y | +43.6% | -13.0% | +56.6% | +45.7% |
| 3Y | +65.0% | +35.9% | +29.1% | +49.0% |
| 5Y | +112.0% | +54.5% | +57.6% | +80.8% |
| All | +206.5% | +93.9% | +112.5% | +139.1% |
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