+1,097.4%
ENTG vs IONS
+188.0%
+909.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.2% |
| 7D | -17.1% | -9.4% | -7.7% | -15.0% |
| 30D | -23.0% | -10.7% | -12.3% | -20.8% |
| 3M | -10.2% | -27.7% | +17.4% | -3.3% |
| 6M | -17.8% | -48.7% | +30.9% | -5.4% |
| YTD | +52.4% | -50.2% | +102.5% | +76.5% |
| 1Y | +49.8% | -46.8% | +96.6% | +70.4% |
| 3Y | +42.1% | -14.8% | +57.0% | +38.4% |
| 5Y | -10.2% | +17.0% | -27.2% | -21.1% |
| 10Y | +756.0% | +45.3% | +710.7% | +544.5% |
| All | +1,097.4% | +188.0% | +909.4% | +297.8% |
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