-36.6%
INSM vs IONS
-60.0%
+23.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.4% | -3.8% | +1.3% |
| 7D | +5.9% | -26.3% | +32.2% | +12.1% |
| 30D | +23.9% | -31.9% | +55.8% | +34.2% |
| 3M | -4.1% | -48.0% | +43.9% | +12.1% |
| 6M | +2.7% | -62.6% | +65.2% | +24.5% |
| YTD | -30.4% | -63.3% | +32.9% | -15.2% |
| 1Y | -36.6% | -58.4% | +21.8% | -27.5% |
| All | -36.6% | -60.0% | +23.4% | -27.5% |
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