+73,597.4%
ORCL vs IONS
+260.9%
+73,336.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.4% | -3.6% | -6.5% |
| 7D | -17.5% | -12.6% | -4.9% | -16.2% |
| 30D | -20.2% | -11.8% | -8.3% | -18.9% |
| 3M | -19.9% | -28.4% | +8.5% | -16.9% |
| 6M | -37.4% | -48.4% | +11.0% | -33.0% |
| YTD | -40.1% | -51.0% | +10.8% | -35.7% |
| 1Y | -53.4% | -48.0% | -5.3% | -50.3% |
| 3Y | +10.4% | -17.8% | +28.2% | +9.4% |
| 5Y | +29.8% | +15.2% | +14.6% | +21.3% |
| 10Y | +249.2% | +43.0% | +206.2% | +202.6% |
| All | +73,597.4% | +260.9% | +73,336.5% | +40,279.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling