+93.9%
ILMN vs IONS
-44.5%
+138.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.8% |
| 7D | -21.6% | -10.6% | -11.0% | -20.6% |
| 30D | -22.9% | -7.7% | -15.2% | -22.2% |
| 3M | +11.6% | -27.1% | +38.7% | +14.2% |
| 6M | +62.5% | -46.8% | +109.3% | +67.1% |
| YTD | +72.7% | -49.2% | +122.0% | +78.7% |
| 1Y | +93.9% | -44.9% | +138.8% | +92.2% |
| All | +93.9% | -44.5% | +138.4% | +92.2% |
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