+12.2%
TEM vs IONS
-59.8%
+72.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -9.1% | +4.4% | -4.0% |
| 7D | +3.5% | -30.3% | +33.8% | +5.8% |
| 30D | +13.5% | -37.7% | +51.3% | +18.4% |
| 3M | +46.3% | -50.5% | +96.8% | +57.2% |
| 6M | +61.5% | -62.8% | +124.3% | +70.6% |
| YTD | +36.4% | -64.4% | +100.8% | +49.3% |
| 1Y | +12.2% | -59.5% | +71.7% | +9.9% |
| All | +12.2% | -59.8% | +72.0% | +9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling