+77.2%
TGT vs IONS
-14.8%
+92.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.2% |
| 7D | -5.2% | -6.7% | +1.4% | -4.9% |
| 30D | +1.2% | -4.1% | +5.3% | +1.4% |
| 3M | +18.4% | -26.6% | +44.9% | +19.1% |
| 6M | +33.4% | -27.5% | +61.0% | +34.4% |
| YTD | +63.8% | -31.5% | +95.3% | +64.8% |
| 1Y | +77.2% | -15.3% | +92.5% | +61.4% |
| All | +77.2% | -14.8% | +92.0% | +61.4% |
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