+46.2%
SLB vs IONS
-44.5%
+90.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | -4.1% | -10.6% | +6.5% | -3.3% |
| 30D | +2.5% | -7.7% | +10.2% | +3.1% |
| 3M | +2.0% | -27.1% | +29.1% | +4.3% |
| 6M | -6.3% | -46.8% | +40.4% | -3.1% |
| YTD | +36.5% | -49.2% | +85.8% | +43.2% |
| 1Y | +46.2% | -44.9% | +91.1% | +52.4% |
| All | +46.2% | -44.5% | +90.8% | +52.4% |
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