+68.7%
OSCR vs IONS
-14.8%
+83.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +1.1% |
| 7D | +1.6% | -6.7% | +8.3% | +3.0% |
| 30D | +10.7% | -4.1% | +14.8% | +11.2% |
| 3M | +13.4% | -26.6% | +39.9% | +15.9% |
| 6M | +144.6% | -27.5% | +172.1% | +151.0% |
| YTD | +128.0% | -31.5% | +159.5% | +132.4% |
| 1Y | +68.7% | -15.3% | +84.0% | +44.2% |
| All | +68.7% | -14.8% | +83.5% | +44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling