+51.8%
TEL vs IONS
+52.5%
-0.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | 0.0% |
| 7D | +1.2% | -8.7% | +9.9% | +2.4% |
| 30D | -4.1% | -1.6% | -2.5% | -4.1% |
| 3M | -2.6% | -24.9% | +22.3% | +0.2% |
| 6M | 0.0% | -25.7% | +25.7% | +3.0% |
| YTD | -9.1% | -29.2% | +20.1% | -5.8% |
| 1Y | -0.8% | -13.0% | +12.2% | -0.6% |
| 3Y | +67.4% | +35.9% | +31.4% | +50.0% |
| 5Y | +51.8% | +54.5% | -2.7% | +30.5% |
| All | +51.8% | +52.5% | -0.8% | +30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling