+59.7%
TEM vs IONS
+37.7%
+22.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +0.5% |
| 7D | +3.2% | -5.3% | +8.5% | +5.4% |
| 30D | +23.5% | +0.3% | +23.3% | +22.7% |
| 3M | +32.3% | -22.9% | +55.2% | +40.9% |
| 6M | +23.0% | -23.4% | +46.4% | +31.5% |
| YTD | +8.9% | -28.3% | +37.2% | +20.6% |
| 1Y | -19.9% | -7.0% | -12.8% | -22.8% |
| All | +59.7% | +37.7% | +22.0% | +16.5% |
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 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