-33.5%
IONS vs ARWR
+1,021.8%
-1,055.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.3% |
| 7D | -29.4% | -19.9% | -9.5% | -25.3% |
| 30D | -35.1% | -18.7% | -16.4% | -31.6% |
| 3M | -48.9% | -44.7% | -4.2% | -41.2% |
| 6M | -62.4% | -36.5% | -25.9% | -58.2% |
| YTD | -64.2% | -25.7% | -38.5% | -61.8% |
| 1Y | -60.9% | +18.9% | -79.8% | -62.9% |
| 3Y | -38.9% | +83.1% | -122.0% | -50.8% |
| 5Y | -15.6% | -34.9% | +19.3% | -20.8% |
| 10Y | -33.5% | +1,080.9% | -1,114.3% | -65.4% |
| All | -33.5% | +1,021.8% | -1,055.3% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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