+1,598.5%
TSM vs IONS
-27.6%
+1,626.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -9.1% | +11.1% | +3.5% |
| 7D | -2.1% | -30.3% | +28.2% | +3.1% |
| 30D | -12.5% | -37.7% | +25.2% | -6.2% |
| 3M | -5.0% | -50.5% | +45.5% | +5.5% |
| 6M | -3.2% | -62.8% | +59.6% | +11.5% |
| YTD | +31.5% | -64.4% | +95.9% | +52.4% |
| 1Y | +35.7% | -59.5% | +95.2% | +53.7% |
| 3Y | +323.5% | -39.2% | +362.7% | +332.8% |
| 5Y | +263.4% | -15.3% | +278.7% | +240.7% |
| 10Y | +1,598.5% | -31.2% | +1,629.7% | +1,584.2% |
| All | +1,598.5% | -27.6% | +1,626.1% | +1,584.2% |
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