+802.8%
TEAM vs IONS
-0.5%
+803.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.6% | -2.6% |
| 7D | -0.4% | -4.8% | +4.4% | +0.6% |
| 30D | +67.3% | +7.2% | +60.1% | +64.5% |
| 3M | +86.8% | -22.7% | +109.5% | +94.5% |
| 6M | +146.8% | -26.9% | +173.7% | +159.3% |
| YTD | +16.9% | -26.6% | +43.5% | +22.3% |
| 1Y | +12.8% | -2.1% | +14.9% | +9.5% |
| 3Y | -7.3% | +43.4% | -50.7% | -22.4% |
| 5Y | -50.7% | +47.0% | -97.7% | -59.0% |
| 10Y | +529.8% | +97.2% | +432.7% | +392.0% |
| All | +802.8% | -0.5% | +803.2% | +674.7% |
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