+5,327.2%
TGT vs IONS
+170.3%
+5,156.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.4% | -6.1% | -0.2% |
| 7D | +2.6% | -26.3% | +28.9% | +4.7% |
| 30D | +4.7% | -31.9% | +36.6% | +7.5% |
| 3M | +4.6% | -48.0% | +52.5% | +9.5% |
| 6M | +34.9% | -62.6% | +97.4% | +44.3% |
| YTD | +70.9% | -63.3% | +134.2% | +82.9% |
| 1Y | +84.4% | -58.4% | +142.7% | +95.3% |
| 3Y | +69.1% | -38.2% | +107.3% | +71.0% |
| 5Y | -26.9% | -11.1% | -15.8% | -28.9% |
| 10Y | +207.6% | -31.7% | +239.4% | +195.1% |
| All | +5,327.2% | +170.3% | +5,156.9% | +3,564.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling