-26.6%
INSM vs IONS
+196.2%
-222.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.4% | -3.8% | +0.8% |
| 7D | +5.9% | -26.3% | +32.2% | +13.9% |
| 30D | +23.9% | -31.9% | +55.8% | +36.2% |
| 3M | -4.1% | -48.0% | +43.9% | +13.4% |
| 6M | +2.7% | -62.6% | +65.2% | +31.3% |
| YTD | -30.4% | -63.3% | +32.9% | -10.4% |
| 1Y | -36.6% | -58.4% | +21.8% | -21.3% |
| 3Y | +406.9% | -38.2% | +445.2% | +444.3% |
| 5Y | +280.3% | -11.1% | +291.4% | +269.6% |
| 10Y | +738.5% | -31.7% | +770.2% | +755.9% |
| All | -26.6% | +196.2% | -222.7% | -59.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling