+32.7%
ORCL vs IONS
+43.7%
-11.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.1% | +3.1% |
| 7D | +5.3% | -4.8% | +10.1% | +5.5% |
| 30D | +10.0% | +7.2% | +2.8% | +9.4% |
| 3M | -32.6% | -22.7% | -9.9% | -32.1% |
| 6M | +4.9% | -26.9% | +31.8% | +5.9% |
| YTD | -17.8% | -26.6% | +8.8% | -17.1% |
| 1Y | -28.0% | -2.1% | -25.9% | -29.1% |
| All | +32.7% | +43.7% | -11.0% | +31.5% |
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