+68.5%
TGT vs IONS
-40.7%
+109.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.6% | +2.5% | -1.0% |
| 7D | +2.6% | -29.6% | +32.2% | +3.9% |
| 30D | +6.6% | -35.6% | +42.2% | +8.5% |
| 3M | +5.2% | -51.7% | +56.9% | +8.8% |
| 6M | +35.3% | -64.0% | +99.3% | +41.6% |
| YTD | +70.3% | -65.5% | +135.8% | +78.5% |
| 1Y | +81.2% | -62.4% | +143.6% | +88.7% |
| All | +68.5% | -40.7% | +109.2% | +66.2% |
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