+73.7%
ILMN vs IONS
-59.1%
+132.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.0% |
| 7D | -6.0% | -29.4% | +23.4% | -4.1% |
| 30D | -23.0% | -35.1% | +12.1% | -20.8% |
| 3M | +10.4% | -48.9% | +59.3% | +15.2% |
| 6M | +49.4% | -62.4% | +111.8% | +55.8% |
| YTD | +62.3% | -64.2% | +126.5% | +69.9% |
| 1Y | +73.7% | -60.9% | +134.6% | +76.4% |
| All | +73.7% | -59.1% | +132.8% | +76.4% |
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