-14.8%
IONS vs ARWR
+105.6%
-120.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.2% |
| 7D | -9.4% | -2.9% | -6.5% | -8.7% |
| 30D | -10.7% | -5.4% | -5.3% | -9.2% |
| 3M | -27.7% | -32.2% | +4.6% | -18.9% |
| 6M | -48.7% | -26.5% | -22.2% | -44.2% |
| YTD | -50.2% | -12.4% | -37.8% | -48.9% |
| 1Y | -46.8% | +46.9% | -93.7% | -53.9% |
| 3Y | -14.8% | +116.0% | -130.8% | -40.3% |
| All | -14.8% | +105.6% | -120.4% | -40.3% |
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