+7,295.9%
INTC vs IONS
+163.5%
+7,132.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.5% | +7.0% | +7.5% |
| 7D | +7.3% | -29.4% | +36.7% | +11.2% |
| 30D | -38.3% | -35.1% | -3.2% | -35.4% |
| 3M | -36.0% | -48.9% | +12.8% | -31.3% |
| 6M | -51.7% | -62.4% | +10.7% | -46.6% |
| YTD | +69.4% | -64.2% | +133.6% | +88.4% |
| 1Y | +65.0% | -60.9% | +125.9% | +81.7% |
| 3Y | +63.0% | -38.9% | +101.9% | +67.6% |
| 5Y | +33.4% | -15.6% | +48.9% | +30.6% |
| 10Y | +121.2% | -33.5% | +154.6% | +113.9% |
| All | +7,295.9% | +163.5% | +7,132.4% | +4,522.8% |
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