+1.1%
SLB vs IONS
-40.7%
+41.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.1% | +8.1% | -0.4% |
| 7D | -4.3% | -30.3% | +26.0% | -2.2% |
| 30D | +1.9% | -37.7% | +39.7% | +5.0% |
| 3M | -5.7% | -50.5% | +44.8% | -1.4% |
| 6M | -5.3% | -62.8% | +57.4% | +0.5% |
| YTD | +32.2% | -64.4% | +96.5% | +40.7% |
| 1Y | +38.5% | -59.5% | +98.0% | +46.0% |
| 3Y | +1.1% | -39.2% | +40.3% | -4.2% |
| All | +1.1% | -40.7% | +41.9% | -4.2% |
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 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