+2,495.1%
TRMB vs IONS
+440.4%
+2,054.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -1.0% | -1.0% |
| 7D | -2.5% | -4.8% | +2.3% | -1.9% |
| 30D | +1.5% | +7.2% | -5.7% | +0.5% |
| 3M | +6.8% | -22.7% | +29.4% | +9.6% |
| 6M | -14.9% | -26.9% | +11.9% | -12.1% |
| YTD | -24.1% | -26.6% | +2.5% | -21.7% |
| 1Y | -25.4% | -2.1% | -23.3% | -26.1% |
| 3Y | +8.0% | +43.4% | -35.4% | -1.0% |
| 5Y | -37.3% | +47.0% | -84.3% | -43.5% |
| 10Y | +116.8% | +97.2% | +19.6% | +81.2% |
| All | +2,495.1% | +440.4% | +2,054.7% | +1,322.0% |
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