-41.5%
TRI vs IONS
-14.8%
-26.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +1.6% |
| 7D | -7.9% | -6.7% | -1.2% | -8.2% |
| 30D | -4.5% | -4.1% | -0.4% | -4.8% |
| 3M | +22.1% | -26.6% | +48.7% | +21.5% |
| 6M | -2.8% | -27.5% | +24.7% | -3.7% |
| YTD | -23.4% | -31.5% | +8.1% | -26.1% |
| 1Y | -41.5% | -15.3% | -26.2% | -43.1% |
| All | -41.5% | -14.8% | -26.7% | -43.1% |
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 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