+186.2%
TRI vs IONS
+92.6%
+93.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.3% |
| 7D | -14.4% | -4.3% | -10.1% | -14.0% |
| 30D | -8.1% | +0.4% | -8.5% | -8.2% |
| 3M | +17.5% | -24.1% | +41.6% | +19.8% |
| 6M | -5.0% | -26.4% | +21.5% | -3.0% |
| YTD | -24.7% | -29.7% | +5.0% | -23.0% |
| 1Y | -41.5% | -13.0% | -28.4% | -41.4% |
| 3Y | -20.3% | +35.0% | -55.4% | -25.2% |
| 5Y | -10.9% | +54.2% | -65.1% | -18.9% |
| All | +186.2% | +92.6% | +93.5% | +153.1% |
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