+92.9%
IONS vs ARWR
+1,099.2%
-1,006.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | -4.8% | +1.7% | -6.5% | -5.2% |
| 30D | +7.2% | -0.7% | +7.9% | +7.3% |
| 3M | -22.7% | +14.9% | -37.6% | -25.1% |
| 6M | -26.9% | +32.6% | -59.5% | -31.6% |
| YTD | -26.6% | +30.0% | -56.6% | -31.2% |
| 1Y | -2.1% | +208.4% | -210.5% | -24.5% |
| 3Y | +43.4% | +208.8% | -165.4% | +4.0% |
| 5Y | +47.0% | +27.8% | +19.2% | +19.5% |
| All | +92.9% | +1,099.2% | -1,006.2% | +7.8% |
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