+2,261.2%
TRMB vs IONS
+266.7%
+1,994.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.7% |
| 7D | -16.7% | -9.4% | -7.3% | -15.6% |
| 30D | -9.9% | -10.7% | +0.8% | -8.6% |
| 3M | -7.6% | -27.7% | +20.1% | -3.8% |
| 6M | -14.7% | -48.7% | +34.0% | -7.8% |
| YTD | -30.9% | -50.2% | +19.2% | -25.2% |
| 1Y | -31.3% | -46.8% | +15.5% | -26.3% |
| 3Y | +29.4% | -14.8% | +44.3% | +27.3% |
| 5Y | -37.4% | +17.0% | -54.4% | -41.8% |
| 10Y | +109.2% | +45.3% | +63.9% | +82.2% |
| All | +2,261.2% | +266.7% | +1,994.5% | +1,259.0% |
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