+4,753.5%
AZN vs IONS
+729.9%
+4,023.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | 0.0% | -4.8% | +4.8% | +0.4% |
| 30D | +0.7% | +7.2% | -6.5% | +0.1% |
| 3M | -10.5% | -22.7% | +12.2% | -8.8% |
| 6M | -19.3% | -26.9% | +7.6% | -17.4% |
| YTD | -10.6% | -26.6% | +16.0% | -8.6% |
| 1Y | +0.5% | -2.1% | +2.6% | +0.3% |
| 3Y | +25.9% | +43.4% | -17.6% | +19.8% |
| 5Y | +52.4% | +47.0% | +5.4% | +43.2% |
| 10Y | +220.8% | +97.2% | +123.7% | +185.8% |
| All | +4,753.5% | +729.9% | +4,023.7% | +3,186.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling