-31.0%
TRMB vs IONS
-44.5%
+13.6%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -0.7% | -16.6% | -17.3% |
| 7D | -15.7% | -10.6% | -5.1% | -15.1% |
| 30D | -7.8% | -7.7% | -0.1% | -7.3% |
| 3M | -9.3% | -27.1% | +17.8% | -8.0% |
| 6M | -20.8% | -46.8% | +26.0% | -19.2% |
| YTD | -30.8% | -49.2% | +18.5% | -29.9% |
| 1Y | -31.0% | -44.9% | +13.9% | -32.5% |
| All | -31.0% | -44.5% | +13.6% | -32.5% |
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