+0.3%
TRI vs IONS
-11.8%
+12.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -0.3% |
| 7D | -2.9% | -26.3% | +23.4% | -1.3% |
| 30D | +3.7% | -31.9% | +35.6% | +5.9% |
| 3M | +3.7% | -48.0% | +51.7% | +7.4% |
| 6M | +35.1% | -62.6% | +97.7% | +42.4% |
| YTD | -14.0% | -63.3% | +49.3% | -9.5% |
| 1Y | -19.0% | -58.4% | +39.4% | -15.7% |
| 3Y | -12.0% | -38.2% | +26.2% | -13.2% |
| All | +0.3% | -11.8% | +12.1% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling