+1,342.9%
ENTG vs IONS
+107.0%
+1,236.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.5% | +10.8% | +11.2% |
| 7D | +7.9% | -29.4% | +37.4% | +15.9% |
| 30D | -3.6% | -35.1% | +31.6% | +5.7% |
| 3M | +2.7% | -48.9% | +51.6% | +18.7% |
| 6M | +3.6% | -62.4% | +66.0% | +26.6% |
| YTD | +83.6% | -64.2% | +147.8% | +127.2% |
| 1Y | +84.9% | -60.9% | +145.8% | +123.6% |
| 3Y | +63.2% | -38.9% | +102.1% | +69.9% |
| 5Y | +4.9% | -15.6% | +20.5% | -1.6% |
| 10Y | +799.3% | -33.5% | +832.8% | +712.2% |
| All | +1,342.9% | +107.0% | +1,236.0% | +412.0% |
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 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