+2,286.0%
TRMB vs IONS
+188.4%
+2,097.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -21.4% | +22.4% | +3.9% |
| 7D | -17.0% | -24.8% | +7.9% | -14.1% |
| 30D | -9.0% | -31.5% | +22.5% | -4.8% |
| 3M | -8.1% | -45.2% | +37.1% | -1.2% |
| 6M | -10.1% | -59.1% | +49.0% | -0.3% |
| YTD | -30.2% | -60.8% | +30.6% | -22.3% |
| 1Y | -30.7% | -57.9% | +27.2% | -23.6% |
| 3Y | +32.6% | -34.5% | +67.1% | +34.5% |
| 5Y | -38.1% | -8.8% | -29.3% | -40.9% |
| 10Y | +98.9% | -19.2% | +118.1% | +86.2% |
| All | +2,286.0% | +188.4% | +2,097.7% | +1,311.6% |
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