+2,396.4%
INFY vs IONS
+377.6%
+2,018.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.4% | -2.5% | -4.5% |
| 7D | -7.2% | -5.3% | -2.0% | -6.5% |
| 30D | -11.2% | +0.3% | -11.4% | -11.3% |
| 3M | -7.4% | -22.9% | +15.5% | -4.5% |
| 6M | -21.3% | -23.4% | +2.2% | -18.8% |
| YTD | -36.2% | -28.3% | -7.9% | -33.6% |
| 1Y | -31.3% | -7.0% | -24.2% | -31.5% |
| 3Y | -31.1% | +37.6% | -68.7% | -37.5% |
| 5Y | -44.9% | +53.4% | -98.3% | -52.1% |
| 10Y | +83.1% | +83.9% | -0.9% | +42.8% |
| All | +2,396.4% | +377.6% | +2,018.9% | +866.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling