+33.2%
IBB vs IONS
-59.1%
+92.3%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | -1.4% | -29.4% | +28.1% | +5.3% |
| 30D | +6.8% | -35.1% | +41.9% | +16.6% |
| 3M | +9.2% | -48.9% | +58.1% | +26.7% |
| 6M | +28.3% | -62.4% | +90.8% | +53.7% |
| YTD | +29.4% | -64.2% | +93.6% | +57.5% |
| 1Y | +33.2% | -60.9% | +94.1% | +55.7% |
| All | +33.2% | -59.1% | +92.3% | +55.7% |
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