+23,636.9%
TSLA vs IONS
+216.0%
+23,420.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -21.4% | +26.9% | +10.1% |
| 7D | -6.4% | -24.8% | +18.4% | -1.2% |
| 30D | -1.2% | -31.5% | +30.3% | +6.3% |
| 3M | +15.1% | -45.2% | +60.2% | +29.3% |
| 6M | -11.7% | -59.1% | +47.3% | +4.2% |
| YTD | -15.9% | -60.8% | +44.9% | -0.1% |
| 1Y | -12.0% | -57.9% | +45.9% | +2.7% |
| 3Y | +80.0% | -34.5% | +114.5% | +81.8% |
| 5Y | +10.8% | -8.8% | +19.6% | +1.4% |
| 10Y | +2,883.7% | -19.2% | +2,902.9% | +2,595.5% |
| All | +23,636.9% | +216.0% | +23,420.9% | +11,425.1% |
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