+73.6%
SLB vs IONS
-14.9%
+88.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +2.1% |
| 7D | -1.2% | -29.4% | +28.3% | +1.5% |
| 30D | +4.5% | -35.1% | +39.6% | +8.0% |
| 3M | -4.6% | -48.9% | +44.3% | +0.6% |
| 6M | -6.3% | -62.4% | +56.2% | +0.9% |
| YTD | +35.0% | -64.2% | +99.1% | +45.9% |
| 1Y | +38.8% | -60.9% | +99.7% | +48.8% |
| 3Y | +3.3% | -38.9% | +42.2% | +2.7% |
| 5Y | +73.6% | -15.6% | +89.2% | +63.3% |
| All | +73.6% | -14.9% | +88.5% | +63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling