+386.0%
INSM vs IONS
+36.3%
+349.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.3% | +3.5% |
| 7D | +1.7% | -8.7% | +10.4% | +4.7% |
| 30D | -4.4% | -1.6% | -2.8% | -4.0% |
| 3M | +30.0% | -24.9% | +54.9% | +39.4% |
| 6M | -10.0% | -25.7% | +15.7% | -3.0% |
| YTD | -26.0% | -29.2% | +3.2% | -18.9% |
| 1Y | -12.5% | -13.0% | +0.5% | -10.6% |
| All | +386.0% | +36.3% | +349.8% | +297.4% |
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 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