+1,326.7%
TSEM vs IONS
+84.6%
+1,242.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.3% |
| 7D | +4.7% | -8.7% | +13.4% | +6.5% |
| 30D | -14.2% | -1.6% | -12.6% | -14.1% |
| 3M | -5.0% | -24.9% | +19.8% | -1.4% |
| 6M | +87.6% | -25.7% | +113.2% | +95.2% |
| YTD | +84.4% | -29.2% | +113.6% | +93.6% |
| 1Y | +235.4% | -13.0% | +248.4% | +237.6% |
| 3Y | +668.0% | +35.9% | +632.0% | +582.6% |
| 5Y | +644.7% | +54.5% | +590.2% | +522.1% |
| 10Y | +1,326.7% | +93.1% | +1,233.6% | +1,085.2% |
| All | +1,326.7% | +84.6% | +1,242.1% | +1,085.2% |
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