+357.7%
INSM vs IONS
+52.5%
+305.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.3% | +3.7% |
| 7D | +1.7% | -8.7% | +10.4% | +5.8% |
| 30D | -4.4% | -1.6% | -2.8% | -3.9% |
| 3M | +30.0% | -24.9% | +54.9% | +43.2% |
| 6M | -10.0% | -25.7% | +15.7% | -0.1% |
| YTD | -26.0% | -29.2% | +3.2% | -16.2% |
| 1Y | -12.5% | -13.0% | +0.5% | -10.3% |
| 3Y | +390.5% | +35.9% | +354.5% | +264.2% |
| 5Y | +357.7% | +54.5% | +303.2% | +197.9% |
| All | +357.7% | +52.5% | +305.2% | +197.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling