+9,589.6%
IRM vs IONS
+92.8%
+9,496.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.1% | +9.0% | +0.6% |
| 7D | -5.1% | -30.3% | +25.2% | -2.7% |
| 30D | -3.3% | -37.7% | +34.5% | 0.0% |
| 3M | -8.2% | -50.5% | +42.3% | -3.4% |
| 6M | -12.8% | -62.8% | +50.0% | -6.7% |
| YTD | +36.6% | -64.4% | +101.0% | +46.6% |
| 1Y | +11.9% | -59.5% | +71.4% | +18.8% |
| 3Y | +105.1% | -39.2% | +144.3% | +107.9% |
| 5Y | +182.4% | -15.3% | +197.7% | +176.3% |
| 10Y | +505.1% | -31.2% | +536.3% | +481.9% |
| All | +9,589.6% | +92.8% | +9,496.9% | +7,103.5% |
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