+22,391.8%
TSLA vs IONS
+301.8%
+22,090.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +3.9% |
| 7D | -10.4% | -9.4% | -1.0% | -8.4% |
| 30D | -5.2% | -10.7% | +5.5% | -2.8% |
| 3M | +12.1% | -27.7% | +39.8% | +19.7% |
| 6M | -10.2% | -48.7% | +38.5% | +1.9% |
| YTD | -20.3% | -50.2% | +29.8% | -9.3% |
| 1Y | -19.7% | -46.8% | +27.1% | -10.0% |
| 3Y | +63.4% | -14.8% | +78.2% | +57.2% |
| 5Y | -12.1% | +17.0% | -29.1% | -23.1% |
| 10Y | +2,719.7% | +45.3% | +2,674.4% | +2,175.0% |
| All | +22,391.8% | +301.8% | +22,090.0% | +10,364.9% |
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