+47.7%
IONS vs ARWR
+211.2%
-163.6%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | -4.8% | +1.7% | -6.5% | -5.3% |
| 30D | +7.2% | -0.7% | +7.9% | +7.4% |
| 3M | -22.7% | +14.9% | -37.6% | -26.0% |
| 6M | -26.9% | +32.6% | -59.5% | -33.4% |
| YTD | -26.6% | +30.0% | -56.6% | -33.1% |
| 1Y | -2.1% | +208.4% | -210.5% | -33.0% |
| All | +47.7% | +211.2% | -163.6% | -13.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling