+46.8%
TGT vs IONS
+39.5%
+7.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.9% |
| 7D | -0.6% | -5.3% | +4.7% | -0.4% |
| 30D | +9.5% | +0.3% | +9.3% | +9.5% |
| 3M | +32.3% | -22.9% | +55.1% | +33.5% |
| 6M | +37.0% | -23.4% | +60.4% | +38.4% |
| YTD | +71.0% | -28.3% | +99.4% | +73.2% |
| 1Y | +85.0% | -7.0% | +92.1% | +84.3% |
| 3Y | +46.8% | +37.6% | +9.2% | +41.7% |
| All | +46.8% | +39.5% | +7.3% | +41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling