+6,559.9%
INTC vs IONS
+266.7%
+6,293.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.6% | +6.1% | +7.5% |
| 7D | -14.4% | -9.4% | -5.0% | -13.3% |
| 30D | -50.2% | -10.7% | -39.5% | -49.5% |
| 3M | -43.6% | -27.7% | -16.0% | -41.5% |
| 6M | -50.2% | -48.7% | -1.5% | -46.6% |
| YTD | +52.5% | -50.2% | +102.7% | +64.1% |
| 1Y | +51.1% | -46.8% | +97.9% | +61.3% |
| 3Y | +50.3% | -14.8% | +65.1% | +49.5% |
| 5Y | +19.2% | +17.0% | +2.2% | +12.9% |
| 10Y | +105.1% | +45.3% | +59.8% | +82.5% |
| All | +6,559.9% | +266.7% | +6,293.2% | +3,926.8% |
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