-31.5%
ELAN vs IONS
+53.9%
-85.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.3% | -2.8% |
| 7D | -6.4% | -4.3% | -2.1% | -5.5% |
| 30D | +0.6% | +0.4% | +0.2% | +0.5% |
| 3M | 0.0% | -24.1% | +24.1% | +4.4% |
| 6M | -3.4% | -26.4% | +23.0% | +1.7% |
| YTD | +1.0% | -29.7% | +30.7% | +7.2% |
| 1Y | +24.7% | -13.0% | +37.8% | +26.3% |
| 3Y | +97.2% | +35.0% | +62.2% | +70.5% |
| 5Y | -31.5% | +54.2% | -85.7% | -45.8% |
| All | -31.5% | +53.9% | -85.5% | -45.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling