+394.0%
INSM vs IONS
-40.7%
+434.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.6% | +1.4% | -1.1% |
| 7D | +8.6% | -29.6% | +38.2% | +19.2% |
| 30D | +22.0% | -35.6% | +57.5% | +37.8% |
| 3M | -10.7% | -51.7% | +40.9% | +10.6% |
| 6M | +1.8% | -64.0% | +65.8% | +36.0% |
| YTD | -32.2% | -65.5% | +33.3% | -8.0% |
| 1Y | -39.3% | -62.4% | +23.2% | -20.1% |
| All | +394.0% | -40.7% | +434.7% | +403.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling