-39.7%
BABA vs IONS
-61.6%
+21.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.6% | -3.5% | -6.7% |
| 7D | -12.7% | -29.6% | +16.9% | -10.3% |
| 30D | -14.9% | -35.6% | +20.7% | -12.1% |
| 3M | -24.6% | -51.7% | +27.0% | -21.3% |
| 6M | -29.3% | -64.0% | +34.6% | -27.1% |
| YTD | -35.0% | -65.5% | +30.4% | -32.4% |
| 1Y | -39.7% | -62.4% | +22.7% | -37.8% |
| All | -39.7% | -61.6% | +21.9% | -37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling