+101.7%
TRMB vs IONS
-27.6%
+129.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.1% | +9.2% | +2.0% |
| 7D | -16.6% | -30.3% | +13.7% | -10.9% |
| 30D | -8.9% | -37.7% | +28.9% | -0.4% |
| 3M | -6.3% | -50.5% | +44.2% | +6.9% |
| 6M | -10.0% | -62.8% | +52.8% | +7.8% |
| YTD | -30.1% | -64.4% | +34.2% | -15.9% |
| 1Y | -31.3% | -59.5% | +28.2% | -19.7% |
| 3Y | +30.8% | -39.2% | +70.0% | +32.9% |
| 5Y | -35.9% | -15.3% | -20.6% | -42.5% |
| 10Y | +101.7% | -31.2% | +132.9% | +76.3% |
| All | +101.7% | -27.6% | +129.4% | +76.3% |
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