-45.5%
INFY vs IONS
+53.9%
-99.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | -9.8% | -4.3% | -5.5% | -9.3% |
| 30D | -13.4% | +0.4% | -13.8% | -13.5% |
| 3M | -7.2% | -24.1% | +16.9% | -5.1% |
| 6M | -20.6% | -26.4% | +5.8% | -18.6% |
| YTD | -37.5% | -29.7% | -7.8% | -35.6% |
| 1Y | -33.4% | -13.0% | -20.3% | -33.2% |
| 3Y | -32.4% | +35.0% | -67.5% | -38.0% |
| 5Y | -45.5% | +54.2% | -99.7% | -52.0% |
| All | -45.5% | +53.9% | -99.4% | -52.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling