+10.2%
ORCL vs IONS
-16.4%
+26.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.6% |
| 7D | -11.2% | -9.4% | -1.7% | -10.2% |
| 30D | -18.8% | -10.7% | -8.1% | -17.8% |
| 3M | -18.8% | -27.7% | +8.9% | -16.4% |
| 6M | -39.7% | -48.7% | +9.0% | -36.9% |
| YTD | -39.6% | -50.2% | +10.5% | -36.8% |
| 1Y | -51.7% | -46.8% | -4.9% | -49.8% |
| 3Y | +10.2% | -14.8% | +25.1% | -1.4% |
| All | +10.2% | -16.4% | +26.6% | -1.4% |
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