+81.4%
ILMN vs IONS
-55.7%
+137.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -21.4% | +24.9% | +4.9% |
| 7D | -2.6% | -24.8% | +22.3% | -0.9% |
| 30D | -20.6% | -31.5% | +10.9% | -18.6% |
| 3M | +17.5% | -45.2% | +62.7% | +22.0% |
| 6M | +55.6% | -59.1% | +114.7% | +61.6% |
| YTD | +68.3% | -60.8% | +129.1% | +75.5% |
| All | +81.4% | -55.7% | +137.1% | +81.5% |
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