-31.2%
IONS vs ARWR
+1,055.7%
-1,086.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -0.5% | -8.6% | -9.0% |
| 7D | -30.3% | -17.7% | -12.6% | -26.7% |
| 30D | -37.7% | -21.9% | -15.8% | -33.7% |
| 3M | -50.5% | -44.5% | -6.0% | -43.1% |
| 6M | -62.8% | -32.6% | -30.2% | -59.2% |
| YTD | -64.4% | -26.2% | -38.2% | -62.0% |
| 1Y | -59.5% | +23.0% | -82.4% | -61.8% |
| 3Y | -39.2% | +81.8% | -120.9% | -50.9% |
| 5Y | -15.3% | -36.0% | +20.7% | -20.3% |
| 10Y | -31.2% | +1,039.5% | -1,070.7% | -63.8% |
| All | -31.2% | +1,055.7% | -1,086.8% | -63.8% |
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