-50.4%
ORCL vs IONS
-59.8%
+9.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.1% | +7.6% | -0.9% |
| 7D | -6.5% | -30.3% | +23.8% | -4.3% |
| 30D | -16.6% | -37.7% | +21.2% | -13.6% |
| 3M | -21.6% | -50.5% | +28.9% | -18.7% |
| 6M | -39.4% | -62.8% | +23.4% | -38.6% |
| YTD | -38.7% | -64.4% | +25.7% | -38.7% |
| 1Y | -50.4% | -59.5% | +9.1% | -50.9% |
| All | -50.4% | -59.8% | +9.4% | -50.9% |
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