-19.2%
IONS vs ARWR
+921.6%
-940.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | -15.3% | -6.0% | -17.8% |
| 7D | -24.8% | -17.3% | -7.5% | -21.0% |
| 30D | -31.5% | -21.5% | -10.0% | -27.2% |
| 3M | -45.2% | -43.8% | -1.4% | -37.2% |
| 6M | -59.1% | -32.3% | -26.8% | -55.2% |
| YTD | -60.8% | -25.8% | -35.0% | -58.2% |
| 1Y | -57.9% | +25.5% | -83.4% | -60.5% |
| 3Y | -34.5% | +84.1% | -118.6% | -47.3% |
| 5Y | -8.8% | -39.2% | +30.4% | -13.5% |
| 10Y | -19.2% | +1,072.4% | -1,091.6% | -57.7% |
| All | -19.2% | +921.6% | -940.8% | -57.7% |
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