+11.9%
IRM vs IONS
-59.8%
+71.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.1% | +9.0% | 0.0% |
| 7D | -5.1% | -30.3% | +25.2% | -4.7% |
| 30D | -3.3% | -37.7% | +34.5% | -2.6% |
| 3M | -8.2% | -50.5% | +42.3% | -7.4% |
| 6M | -12.8% | -62.8% | +50.0% | -13.6% |
| YTD | +36.6% | -64.4% | +101.0% | +35.1% |
| 1Y | +11.9% | -59.5% | +71.4% | +2.8% |
| All | +11.9% | -59.8% | +71.7% | +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