-38.8%
IONS vs ARWR
+1,024.2%
-1,063.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.3% | +5.1% | +6.1% |
| 7D | -26.3% | -17.8% | -8.4% | -22.4% |
| 30D | -31.9% | -18.1% | -13.8% | -28.3% |
| 3M | -48.0% | -44.2% | -3.8% | -40.3% |
| 6M | -62.6% | -38.6% | -23.9% | -58.1% |
| YTD | -63.3% | -28.0% | -35.2% | -60.6% |
| 1Y | -58.4% | +16.1% | -74.5% | -60.3% |
| 3Y | -38.2% | +84.0% | -122.2% | -50.2% |
| 5Y | -11.1% | -35.4% | +24.3% | -16.3% |
| All | -38.8% | +1,024.2% | -1,063.0% | -67.4% |
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