+193.4%
JNJ vs IONS
+92.6%
+100.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -4.3% | -4.3% | -0.1% | -3.9% |
| 30D | +3.0% | +0.4% | +2.6% | +3.0% |
| 3M | +12.2% | -24.1% | +36.3% | +14.8% |
| 6M | +10.5% | -26.4% | +36.9% | +13.2% |
| YTD | +30.8% | -29.7% | +60.4% | +34.5% |
| 1Y | +54.9% | -13.0% | +68.0% | +56.1% |
| 3Y | +80.7% | +35.0% | +45.6% | +71.2% |
| 5Y | +83.4% | +54.2% | +29.2% | +68.6% |
| All | +193.4% | +92.6% | +100.7% | +160.2% |
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