+20.2%
ENTG vs IONS
+54.4%
-34.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +2.3% |
| 7D | +8.9% | -5.3% | +14.2% | +10.4% |
| 30D | -7.2% | +0.3% | -7.5% | -7.5% |
| 3M | +6.4% | -22.9% | +29.3% | +10.7% |
| 6M | +25.7% | -23.4% | +49.1% | +31.0% |
| YTD | +67.9% | -28.3% | +96.2% | +78.3% |
| 1Y | +72.4% | -7.0% | +79.4% | +69.3% |
| 3Y | +48.4% | +37.6% | +10.8% | +19.6% |
| All | +20.2% | +54.4% | -34.2% | -10.0% |
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