+120.8%
TRMB vs IONS
+84.6%
+36.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.1% |
| 7D | -2.9% | -8.7% | +5.8% | -1.1% |
| 30D | -1.8% | -1.6% | -0.2% | -1.6% |
| 3M | +8.4% | -24.9% | +33.3% | +13.5% |
| 6M | -18.5% | -25.7% | +7.1% | -14.7% |
| YTD | -26.7% | -29.2% | +2.4% | -22.7% |
| 1Y | -28.3% | -13.0% | -15.3% | -27.8% |
| 3Y | +12.6% | +35.9% | -23.3% | -2.9% |
| 5Y | -38.7% | +54.5% | -93.2% | -50.5% |
| 10Y | +120.8% | +93.1% | +27.7% | +66.0% |
| All | +120.8% | +84.6% | +36.2% | +66.0% |
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 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