+2,212.3%
T vs IONS
+440.4%
+1,772.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.9% | -1.9% |
| 7D | -1.3% | -4.8% | +3.6% | -1.0% |
| 30D | +11.4% | +7.2% | +4.2% | +10.9% |
| 3M | +14.3% | -22.7% | +37.0% | +15.6% |
| 6M | -9.3% | -26.9% | +17.6% | -8.0% |
| YTD | +7.1% | -26.6% | +33.7% | +8.5% |
| 1Y | -9.1% | -2.1% | -7.0% | -9.4% |
| 3Y | +105.3% | +43.4% | +61.9% | +97.8% |
| 5Y | +66.8% | +47.0% | +19.8% | +59.2% |
| 10Y | +66.8% | +97.2% | -30.4% | +53.4% |
| All | +2,212.3% | +440.4% | +1,772.0% | +1,721.7% |
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