+849.8%
TSEM vs IONS
-27.6%
+877.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.1% | +6.0% | -1.4% |
| 7D | -9.5% | -30.3% | +20.8% | -4.0% |
| 30D | -35.5% | -37.7% | +2.3% | -30.0% |
| 3M | -41.6% | -50.5% | +8.9% | -33.8% |
| 6M | -30.1% | -62.8% | +32.7% | -17.5% |
| YTD | +25.7% | -64.4% | +90.1% | +49.4% |
| 1Y | +50.5% | -59.5% | +109.9% | +74.2% |
| 3Y | +501.7% | -39.2% | +540.9% | +517.8% |
| 5Y | +310.9% | -15.3% | +326.3% | +276.6% |
| 10Y | +849.8% | -31.2% | +881.0% | +765.7% |
| All | +849.8% | -27.6% | +877.4% | +765.7% |
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