+221.6%
JNJ vs IONS
-32.1%
+253.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.4% | -5.6% | +0.2% |
| 7D | +3.5% | -26.3% | +29.7% | +6.1% |
| 30D | +12.5% | -31.9% | +44.5% | +16.3% |
| 3M | +9.6% | -48.0% | +57.6% | +16.1% |
| 6M | +25.3% | -62.6% | +87.9% | +36.6% |
| YTD | +40.3% | -63.3% | +103.6% | +53.0% |
| 1Y | +49.6% | -58.4% | +108.0% | +61.3% |
| 3Y | +110.8% | -38.2% | +149.0% | +114.7% |
| 5Y | +99.1% | -11.1% | +110.2% | +91.7% |
| All | +221.6% | -32.1% | +253.7% | +214.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling