-24.4%
EXE vs IONS
-61.6%
+37.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | -0.3% |
| 7D | +3.6% | -29.6% | +33.2% | +3.9% |
| 30D | -4.3% | -35.6% | +31.2% | -3.8% |
| 3M | -7.7% | -51.7% | +44.0% | -5.9% |
| 6M | -7.2% | -64.0% | +56.7% | -4.4% |
| YTD | -18.5% | -65.5% | +47.0% | -16.7% |
| 1Y | -24.4% | -62.4% | +38.1% | -24.8% |
| All | -24.4% | -61.6% | +37.3% | -24.8% |
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 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