+80.0%
JNJ vs IONS
+51.6%
+28.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -2.0% |
| 7D | -0.8% | -5.3% | +4.5% | -0.4% |
| 30D | +4.3% | +0.3% | +4.1% | +4.3% |
| 3M | +16.5% | -22.9% | +39.4% | +18.4% |
| 6M | +13.1% | -23.4% | +36.6% | +15.0% |
| YTD | +32.1% | -28.3% | +60.4% | +34.9% |
| 1Y | +54.5% | -7.0% | +61.5% | +55.1% |
| 3Y | +82.5% | +37.6% | +44.9% | +75.8% |
| 5Y | +80.0% | +53.4% | +26.6% | +74.0% |
| All | +80.0% | +51.6% | +28.4% | +74.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling