+22.3%
BABA vs IONS
-7.5%
+29.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.4% | +6.0% | +3.2% |
| 7D | +8.6% | -12.6% | +21.2% | +10.8% |
| 30D | -1.1% | -11.8% | +10.7% | +0.8% |
| 3M | -15.9% | -28.4% | +12.5% | -11.7% |
| 6M | -17.5% | -48.4% | +30.9% | -9.8% |
| YTD | -25.6% | -51.0% | +25.4% | -18.0% |
| 1Y | -33.8% | -48.0% | +14.2% | -27.9% |
| 3Y | +34.6% | -17.8% | +52.4% | +32.1% |
| 5Y | -27.7% | +15.2% | -42.8% | -33.9% |
| 10Y | +17.7% | +43.0% | -25.3% | +1.2% |
| All | +22.3% | -7.5% | +29.8% | +0.1% |
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 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