+270.0%
INTC vs IONS
+84.6%
+185.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.9% |
| 7D | +18.0% | -8.7% | +26.6% | +19.9% |
| 30D | +8.9% | -1.6% | +10.6% | +9.0% |
| 3M | -1.6% | -24.9% | +23.3% | +2.4% |
| 6M | +133.1% | -25.7% | +158.7% | +143.1% |
| YTD | +187.9% | -29.2% | +217.1% | +203.3% |
| 1Y | +334.7% | -13.0% | +347.7% | +339.3% |
| 3Y | +184.2% | +35.9% | +148.2% | +152.9% |
| 5Y | +116.0% | +54.5% | +61.5% | +83.2% |
| 10Y | +270.0% | +93.1% | +176.9% | +200.3% |
| All | +270.0% | +84.6% | +185.4% | +200.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling