+603.8%
SLB vs IONS
+260.9%
+342.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.4% | -0.4% | -3.4% |
| 7D | -7.7% | -12.6% | +4.8% | -6.6% |
| 30D | -0.7% | -11.8% | +11.1% | +0.4% |
| 3M | 0.0% | -28.4% | +28.4% | +3.0% |
| 6M | -10.4% | -48.4% | +38.0% | -5.3% |
| YTD | +31.5% | -51.0% | +82.4% | +39.6% |
| 1Y | +39.1% | -48.0% | +87.2% | +46.8% |
| 3Y | -5.7% | -17.8% | +12.1% | -6.6% |
| 5Y | +65.4% | +15.2% | +50.3% | +56.3% |
| 10Y | -15.6% | +43.0% | -58.6% | -24.0% |
| All | +603.8% | +260.9% | +342.9% | +352.9% |
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