-9.3%
TDG vs IONS
-2.1%
-7.2%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -2.0% | -4.8% | +2.8% | -1.6% |
| 30D | -7.4% | +7.2% | -14.6% | -8.0% |
| 3M | -5.4% | -22.7% | +17.3% | -4.6% |
| 6M | -11.6% | -26.9% | +15.2% | -10.8% |
| YTD | -12.6% | -26.6% | +14.0% | -11.9% |
| 1Y | -9.3% | -2.1% | -7.2% | -9.9% |
| All | -9.3% | -2.1% | -7.2% | -9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling