-16.6%
SLB vs IONS
-5.7%
-10.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -21.4% | +22.3% | +4.0% |
| 7D | -3.7% | -24.8% | +21.1% | -0.1% |
| 30D | +2.9% | -31.5% | +34.5% | +8.2% |
| 3M | +0.2% | -45.2% | +45.4% | +8.6% |
| 6M | -4.4% | -59.1% | +54.6% | +7.2% |
| YTD | +33.4% | -60.8% | +94.2% | +50.5% |
| 1Y | +40.8% | -57.9% | +98.6% | +56.8% |
| 3Y | +3.2% | -34.5% | +37.7% | +3.5% |
| 5Y | +64.8% | -8.8% | +73.6% | +49.9% |
| 10Y | -16.6% | -19.2% | +2.7% | -16.1% |
| All | -16.6% | -5.7% | -10.9% | -16.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling