+5,308.7%
TGT vs IONS
+154.0%
+5,154.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.6% | +2.5% | -0.8% |
| 7D | +2.6% | -29.6% | +32.2% | +5.1% |
| 30D | +6.6% | -35.6% | +42.2% | +9.9% |
| 3M | +5.2% | -51.7% | +56.9% | +10.8% |
| 6M | +35.3% | -64.0% | +99.3% | +45.2% |
| YTD | +70.3% | -65.5% | +135.8% | +83.2% |
| 1Y | +81.2% | -62.4% | +143.6% | +93.4% |
| 3Y | +66.9% | -41.1% | +108.0% | +69.5% |
| 5Y | -27.2% | -16.5% | -10.7% | -28.8% |
| 10Y | +206.6% | -35.8% | +242.4% | +195.5% |
| All | +5,308.7% | +154.0% | +5,154.7% | +3,570.4% |
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 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