+9.3%
ORCL vs IONS
-17.7%
+27.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.4% | -3.6% | -6.6% |
| 7D | -17.5% | -12.6% | -4.9% | -16.2% |
| 30D | -20.2% | -11.8% | -8.3% | -19.0% |
| 3M | -19.9% | -28.4% | +8.5% | -17.5% |
| 6M | -37.4% | -48.4% | +11.0% | -34.5% |
| YTD | -40.1% | -51.0% | +10.8% | -37.2% |
| 1Y | -53.4% | -48.0% | -5.3% | -51.4% |
| All | +9.3% | -17.7% | +27.1% | -2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling