+1,029.9%
TNA vs IONS
+121.5%
+908.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.4% | -7.4% | -4.7% |
| 7D | +3.7% | -26.3% | +30.0% | +19.1% |
| 30D | +4.4% | -31.9% | +36.3% | +25.7% |
| 3M | -26.7% | -48.0% | +21.3% | +2.1% |
| 6M | -12.8% | -62.6% | +49.7% | +40.8% |
| YTD | +22.7% | -63.3% | +85.9% | +100.4% |
| 1Y | +35.7% | -58.4% | +94.1% | +106.2% |
| 3Y | +134.6% | -38.2% | +172.8% | +159.1% |
| 5Y | -46.0% | -11.1% | -34.9% | -52.1% |
| 10Y | +38.0% | -31.7% | +69.8% | +33.9% |
| All | +1,029.9% | +121.5% | +908.4% | +49.5% |
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