+30.6%
ORCL vs IONS
+17.1%
+13.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.7% |
| 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% | -36.7% |
| YTD | -39.6% | -50.2% | +10.5% | -36.5% |
| 1Y | -51.7% | -46.8% | -4.9% | -49.6% |
| 3Y | +10.2% | -14.8% | +25.1% | +5.4% |
| All | +30.6% | +17.1% | +13.5% | +23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling