+607.8%
SLB vs IONS
+266.7%
+341.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.4% |
| 7D | -7.1% | -9.4% | +2.3% | -6.2% |
| 30D | +4.1% | -10.7% | +14.8% | +5.1% |
| 3M | -2.6% | -27.7% | +25.0% | +0.2% |
| 6M | -8.6% | -48.7% | +40.2% | -3.2% |
| YTD | +32.2% | -50.2% | +82.4% | +40.2% |
| 1Y | +40.7% | -46.8% | +87.5% | +48.1% |
| 3Y | -4.5% | -14.8% | +10.3% | -5.7% |
| 5Y | +66.4% | +17.0% | +49.4% | +57.0% |
| 10Y | -15.1% | +45.3% | -60.4% | -23.7% |
| All | +607.8% | +266.7% | +341.1% | +354.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling