-16.1%
TMUS vs IONS
-59.8%
+43.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.1% | +9.3% | -0.8% |
| 7D | +9.5% | -30.3% | +39.8% | +5.5% |
| 30D | +13.8% | -37.7% | +51.5% | +8.5% |
| 3M | -4.6% | -50.5% | +45.9% | -9.6% |
| 6M | -11.7% | -62.8% | +51.1% | -16.5% |
| YTD | -15.4% | -64.4% | +49.0% | -20.4% |
| 1Y | -16.1% | -59.5% | +43.3% | -22.3% |
| All | -16.1% | -59.8% | +43.6% | -22.3% |
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