+23.4%
ELAN vs IONS
-14.8%
+38.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.6% | +3.9% | +1.8% |
| 7D | -5.4% | -6.7% | +1.3% | -4.4% |
| 30D | +4.7% | -4.1% | +8.8% | +5.6% |
| 3M | -3.7% | -26.6% | +22.9% | -0.9% |
| 6M | -1.2% | -27.5% | +26.3% | +2.5% |
| YTD | +2.4% | -31.5% | +33.9% | +7.4% |
| 1Y | +23.4% | -15.3% | +38.7% | +28.5% |
| All | +23.4% | -14.8% | +38.2% | +28.5% |
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