+88.6%
TGT vs IONS
-44.5%
+133.1%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.7% | +6.3% | +5.7% |
| 7D | +9.5% | -10.6% | +20.1% | +10.1% |
| 30D | +6.6% | -7.7% | +14.3% | +7.0% |
| 3M | +11.0% | -27.1% | +38.1% | +12.6% |
| 6M | +29.9% | -46.8% | +76.6% | +32.2% |
| YTD | +71.4% | -49.2% | +120.7% | +74.1% |
| 1Y | +88.6% | -44.9% | +133.5% | +85.6% |
| All | +88.6% | -44.5% | +133.1% | +85.6% |
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