+568.1%
TRI vs IONS
+643.8%
-75.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.1% | -5.4% | -5.4% |
| 7D | -0.5% | -4.8% | +4.3% | -0.1% |
| 30D | +7.9% | +7.2% | +0.7% | +7.1% |
| 3M | +24.1% | -22.7% | +46.7% | +26.3% |
| 6M | +3.8% | -26.9% | +30.7% | +6.1% |
| YTD | -16.9% | -26.6% | +9.7% | -15.2% |
| 1Y | -38.4% | -2.1% | -36.3% | -38.9% |
| 3Y | -12.2% | +43.4% | -55.6% | -17.5% |
| 5Y | -1.8% | +47.0% | -48.8% | -9.4% |
| 10Y | +207.6% | +97.2% | +110.4% | +164.7% |
| All | +568.1% | +643.8% | -75.7% | +336.0% |
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