-43.3%
ORCL vs IONS
-61.6%
+18.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | -0.7% |
| 7D | +10.4% | -29.6% | +40.0% | +12.8% |
| 30D | -11.2% | -35.6% | +24.3% | -8.0% |
| 3M | -16.8% | -51.7% | +34.9% | -13.1% |
| 6M | -31.5% | -64.0% | +32.5% | -30.1% |
| YTD | -33.9% | -65.5% | +31.6% | -33.5% |
| 1Y | -43.3% | -62.4% | +19.2% | -43.6% |
| All | -43.3% | -61.6% | +18.4% | -43.6% |
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