+383.3%
TPR vs IONS
-27.6%
+410.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.1% | +8.7% | +1.4% |
| 7D | +12.1% | -30.3% | +42.3% | +19.2% |
| 30D | +16.7% | -37.7% | +54.4% | +26.8% |
| 3M | -17.4% | -50.5% | +33.1% | -6.2% |
| 6M | +2.3% | -62.8% | +65.0% | +21.8% |
| YTD | +7.1% | -64.4% | +71.5% | +28.5% |
| 1Y | +29.5% | -59.5% | +89.0% | +51.1% |
| 3Y | +415.0% | -39.2% | +454.2% | +429.5% |
| 5Y | +261.5% | -15.3% | +276.8% | +231.2% |
| 10Y | +383.3% | -31.2% | +414.5% | +353.2% |
| All | +383.3% | -27.6% | +410.9% | +353.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling