+28.2%
BABA vs IONS
+38.4%
-10.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.3% |
| 7D | -4.8% | -4.8% | +0.1% | -4.0% |
| 30D | -11.9% | +7.2% | -19.1% | -12.9% |
| 3M | -9.3% | -22.7% | +13.4% | -6.6% |
| 6M | -14.2% | -26.9% | +12.6% | -11.0% |
| YTD | -22.0% | -26.6% | +4.5% | -19.2% |
| 1Y | -12.7% | -2.1% | -10.6% | -13.8% |
| 3Y | +26.7% | +43.4% | -16.8% | +13.7% |
| 5Y | -29.3% | +47.0% | -76.3% | -38.0% |
| 10Y | +21.2% | +97.2% | -75.9% | -1.0% |
| All | +28.2% | +38.4% | -10.3% | -1.2% |
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