+683.8%
TEL vs IONS
+543.3%
+140.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +3.0% | -4.8% | +7.8% | +3.8% |
| 30D | -3.9% | +7.2% | -11.1% | -5.3% |
| 3M | -5.1% | -22.7% | +17.6% | -2.0% |
| 6M | +0.6% | -26.9% | +27.5% | +4.9% |
| YTD | -7.3% | -26.6% | +19.3% | -3.6% |
| 1Y | +1.1% | -2.1% | +3.3% | -0.3% |
| 3Y | +63.7% | +43.4% | +20.3% | +45.3% |
| 5Y | +50.7% | +47.0% | +3.7% | +29.7% |
| 10Y | +290.2% | +97.2% | +193.0% | +194.8% |
| All | +683.8% | +543.3% | +140.5% | +239.1% |
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