+111.7%
INTC vs IONS
+51.6%
+60.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.4% | +11.4% | +9.5% |
| 7D | +17.4% | -5.3% | +22.7% | +18.6% |
| 30D | +2.8% | +0.3% | +2.5% | +2.4% |
| 3M | -5.3% | -22.9% | +17.6% | -1.9% |
| 6M | +140.6% | -23.4% | +164.0% | +149.7% |
| YTD | +183.1% | -28.3% | +211.4% | +198.3% |
| 1Y | +326.8% | -7.0% | +333.8% | +324.3% |
| 3Y | +179.4% | +37.6% | +141.8% | +140.2% |
| 5Y | +111.7% | +53.4% | +58.3% | +70.7% |
| All | +111.7% | +51.6% | +60.1% | +70.7% |
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