+715.4%
SLB vs IONS
+440.4%
+275.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | +0.8% | -4.8% | +5.7% | +1.3% |
| 30D | +15.8% | +7.2% | +8.6% | +15.0% |
| 3M | -0.3% | -22.7% | +22.3% | +1.6% |
| 6M | +21.3% | -26.9% | +48.2% | +24.3% |
| YTD | +52.3% | -26.6% | +78.9% | +55.8% |
| 1Y | +63.6% | -2.1% | +65.7% | +62.6% |
| 3Y | +3.8% | +43.4% | -39.7% | -2.6% |
| 5Y | +128.6% | +47.0% | +81.7% | +111.0% |
| 10Y | -3.1% | +97.2% | -100.2% | -15.5% |
| All | +715.4% | +440.4% | +275.1% | +405.6% |
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