+718.3%
TEL vs IONS
+202.4%
+515.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +2.9% | -0.1% |
| 7D | +5.6% | -29.6% | +35.2% | +11.1% |
| 30D | +0.9% | -35.6% | +36.4% | +7.8% |
| 3M | +2.1% | -51.7% | +53.8% | +14.3% |
| 6M | +2.7% | -64.0% | +66.7% | +19.6% |
| YTD | -3.2% | -65.5% | +62.3% | +13.4% |
| 1Y | -10.6% | -62.4% | +51.8% | +3.1% |
| 3Y | +79.8% | -41.1% | +120.9% | +85.1% |
| 5Y | +43.3% | -16.5% | +59.7% | +34.6% |
| 10Y | +287.5% | -35.8% | +323.3% | +255.6% |
| All | +718.3% | +202.4% | +515.8% | +298.7% |
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