+109.8%
TEM vs IONS
-24.7%
+134.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -21.4% | +32.4% | +18.2% |
| 7D | +7.6% | -24.8% | +32.4% | +16.8% |
| 30D | +19.0% | -31.5% | +50.6% | +34.0% |
| 3M | +62.2% | -45.2% | +107.4% | +97.4% |
| 6M | +69.4% | -59.1% | +128.4% | +124.6% |
| YTD | +43.0% | -60.8% | +103.8% | +93.9% |
| 1Y | +18.0% | -57.9% | +75.9% | +53.9% |
| All | +109.8% | -24.7% | +134.5% | +87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling