-33.4%
ELAN vs IONS
+13.4%
-46.8%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.6% |
| 7D | +0.3% | -5.3% | +5.5% | +1.6% |
| 30D | +8.4% | +0.3% | +8.1% | +8.3% |
| 3M | +1.2% | -22.9% | +24.1% | +6.2% |
| 6M | +2.6% | -23.4% | +26.0% | +7.9% |
| YTD | +5.9% | -28.3% | +34.2% | +13.1% |
| 1Y | +25.8% | -7.0% | +32.9% | +25.3% |
| 3Y | +106.8% | +37.6% | +69.2% | +75.0% |
| 5Y | -29.3% | +53.4% | -82.7% | -44.4% |
| All | -33.4% | +13.4% | -46.8% | -47.8% |
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 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