-24.4%
TEM vs IONS
-8.4%
-16.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.2% | -3.5% | -4.4% |
| 7D | -1.1% | -8.7% | +7.6% | +0.8% |
| 30D | +11.3% | -1.6% | +12.9% | +11.4% |
| 3M | +25.5% | -24.9% | +50.4% | +23.7% |
| 6M | +17.1% | -25.7% | +42.8% | +16.6% |
| YTD | +3.8% | -29.2% | +33.0% | +6.8% |
| 1Y | -24.4% | -13.0% | -11.3% | -27.9% |
| All | -24.4% | -8.4% | -16.0% | -27.9% |
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