+219.1%
JNJ vs IONS
-36.2%
+255.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.6% | +4.7% | +1.5% |
| 7D | +4.1% | -29.6% | +33.7% | +7.3% |
| 30D | +14.0% | -35.6% | +49.6% | +18.5% |
| 3M | +9.2% | -51.7% | +60.9% | +16.6% |
| 6M | +27.8% | -64.0% | +91.8% | +39.8% |
| YTD | +39.2% | -65.5% | +104.7% | +52.8% |
| 1Y | +49.1% | -62.4% | +111.6% | +62.3% |
| 3Y | +109.7% | -41.1% | +150.8% | +114.6% |
| 5Y | +97.6% | -16.5% | +114.0% | +91.3% |
| All | +219.1% | -36.2% | +255.3% | +214.3% |
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