+17.6%
TEM vs IONS
-55.7%
+73.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -21.4% | +32.4% | +12.2% |
| 7D | +7.6% | -24.8% | +32.4% | +9.6% |
| 30D | +19.0% | -31.5% | +50.6% | +23.3% |
| 3M | +62.2% | -45.2% | +107.4% | +72.9% |
| 6M | +69.4% | -59.1% | +128.4% | +77.6% |
| YTD | +43.0% | -60.8% | +103.8% | +55.5% |
| All | +17.6% | -55.7% | +73.4% | +14.5% |
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 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