+12.0%
IRM vs IONS
-55.7%
+67.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -21.4% | +25.4% | +4.2% |
| 7D | -3.8% | -24.8% | +21.1% | -3.4% |
| 30D | -3.2% | -31.5% | +28.3% | -2.6% |
| 3M | -7.8% | -45.2% | +37.4% | -7.1% |
| 6M | -12.7% | -59.1% | +46.4% | -13.6% |
| YTD | +36.7% | -60.8% | +97.5% | +35.1% |
| All | +12.0% | -55.7% | +67.7% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 1y: compounded portfolio wealth divided by compounded IONS 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…
1y analysis · Full analysis span regression · 6 months rolling