-12.8%
INSM vs IONS
-13.5%
+0.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | +0.5% | -4.3% | +4.7% | +1.9% |
| 30D | -4.0% | +0.4% | -4.4% | -4.2% |
| 3M | +38.5% | -24.1% | +62.6% | +41.1% |
| 6M | -11.5% | -26.4% | +14.9% | -7.9% |
| YTD | -26.9% | -29.7% | +2.8% | -22.2% |
| 1Y | -12.8% | -13.0% | +0.3% | -18.7% |
| All | -12.8% | -13.5% | +0.7% | -18.7% |
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