+9,595.7%
IRM vs IONS
+112.0%
+9,483.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -21.4% | +25.4% | +5.7% |
| 7D | -3.8% | -24.8% | +21.1% | -1.9% |
| 30D | -3.2% | -31.5% | +28.3% | -0.6% |
| 3M | -7.8% | -45.2% | +37.4% | -3.8% |
| 6M | -12.7% | -59.1% | +46.4% | -7.3% |
| YTD | +36.7% | -60.8% | +97.5% | +45.6% |
| 1Y | +10.0% | -57.9% | +67.9% | +16.5% |
| 3Y | +107.2% | -34.5% | +141.7% | +108.9% |
| 5Y | +181.6% | -8.8% | +190.4% | +174.0% |
| 10Y | +481.1% | -19.2% | +500.4% | +452.1% |
| All | +9,595.7% | +112.0% | +9,483.8% | +7,057.6% |
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