+74.8%
ENTG vs IONS
-2.1%
+76.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.2% | +6.2% |
| 7D | +2.8% | -4.8% | +7.7% | +3.3% |
| 30D | -4.7% | +7.2% | -11.9% | -5.4% |
| 3M | -0.7% | -22.7% | +21.9% | -4.0% |
| 6M | +7.7% | -26.9% | +34.6% | +5.7% |
| YTD | +65.1% | -26.6% | +91.6% | +63.1% |
| 1Y | +74.8% | -2.1% | +76.9% | +72.1% |
| All | +74.8% | -2.1% | +76.9% | +72.1% |
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 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