-39.8%
INSM vs IONS
-44.5%
+4.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.7% | +6.0% | +5.5% |
| 7D | +13.4% | -10.6% | +24.0% | +17.0% |
| 30D | +5.9% | -7.7% | +13.6% | +8.3% |
| 3M | +11.4% | -27.1% | +38.5% | +21.6% |
| 6M | -21.4% | -46.8% | +25.4% | -11.5% |
| YTD | -36.8% | -49.2% | +12.5% | -27.6% |
| 1Y | -39.8% | -44.9% | +5.1% | -32.2% |
| All | -39.8% | -44.5% | +4.7% | -32.2% |
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