+395.9%
OSCR vs IONS
+35.4%
+360.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.2% | +2.7% |
| 7D | +1.1% | -4.3% | +5.3% | +1.7% |
| 30D | +16.5% | +0.4% | +16.1% | +16.2% |
| 3M | +17.0% | -24.1% | +41.1% | +20.4% |
| 6M | +145.0% | -26.4% | +171.4% | +153.2% |
| YTD | +126.7% | -29.7% | +156.4% | +135.3% |
| 1Y | +67.2% | -13.0% | +80.3% | +69.1% |
| All | +395.9% | +35.4% | +360.5% | +374.0% |
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 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