+49.1%
JNJ vs IONS
-61.6%
+110.8%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.6% | +4.7% | +1.5% |
| 7D | +4.1% | -29.6% | +33.7% | +7.8% |
| 30D | +14.0% | -35.6% | +49.6% | +19.7% |
| 3M | +9.2% | -51.7% | +60.9% | +19.7% |
| 6M | +27.8% | -64.0% | +91.8% | +44.8% |
| YTD | +39.2% | -65.5% | +104.7% | +58.5% |
| 1Y | +49.1% | -62.4% | +111.6% | +68.0% |
| All | +49.1% | -61.6% | +110.8% | +68.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling