+1,197.2%
ENTG vs IONS
+324.4%
+872.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.2% | +6.2% |
| 7D | +2.8% | -4.8% | +7.7% | +4.0% |
| 30D | -4.7% | +7.2% | -11.9% | -6.4% |
| 3M | -0.7% | -22.7% | +21.9% | +3.6% |
| 6M | +7.7% | -26.9% | +34.6% | +14.0% |
| YTD | +65.1% | -26.6% | +91.6% | +74.5% |
| 1Y | +74.8% | -2.1% | +76.9% | +71.6% |
| 3Y | +36.9% | +43.4% | -6.5% | +17.2% |
| 5Y | +16.1% | +47.0% | -30.9% | -3.5% |
| 10Y | +740.3% | +97.2% | +643.2% | +485.9% |
| All | +1,197.2% | +324.4% | +872.8% | +293.3% |
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