+45.9%
TEM vs IONS
+35.1%
+10.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.5% | -3.9% |
| 7D | -9.2% | -4.3% | -4.9% | -7.4% |
| 30D | +5.5% | +0.4% | +5.1% | +4.8% |
| 3M | +18.7% | -24.1% | +42.8% | +27.4% |
| 6M | +15.4% | -26.4% | +41.9% | +25.9% |
| YTD | -0.5% | -29.7% | +29.1% | +11.1% |
| 1Y | -24.8% | -13.0% | -11.8% | -25.1% |
| All | +45.9% | +35.1% | +10.8% | +7.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling