+10,042.6%
IRM vs IONS
+297.2%
+9,745.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -0.5% | -4.8% | +4.4% | -0.1% |
| 30D | -8.1% | +7.2% | -15.3% | -8.6% |
| 3M | -9.7% | -22.7% | +13.0% | -8.3% |
| 6M | +10.0% | -26.9% | +36.9% | +12.1% |
| YTD | +43.0% | -26.6% | +69.6% | +45.6% |
| 1Y | +32.7% | -2.1% | +34.8% | +32.0% |
| 3Y | +102.7% | +43.4% | +59.3% | +92.7% |
| 5Y | +187.6% | +47.0% | +140.6% | +170.0% |
| 10Y | +420.1% | +97.2% | +322.9% | +361.2% |
| All | +10,042.6% | +297.2% | +9,745.4% | +7,055.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling