+334.7%
INTC vs IONS
-8.4%
+343.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.9% |
| 7D | +18.0% | -8.7% | +26.6% | +19.6% |
| 30D | +8.9% | -1.6% | +10.6% | +8.8% |
| 3M | -1.6% | -24.9% | +23.3% | -1.4% |
| 6M | +133.1% | -25.7% | +158.7% | +133.8% |
| YTD | +187.9% | -29.2% | +217.1% | +195.3% |
| 1Y | +334.7% | -13.0% | +347.7% | +307.3% |
| All | +334.7% | -8.4% | +343.1% | +307.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling