+1,753.6%
TSM vs IONS
+88.4%
+1,665.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.7% | +2.7% |
| 7D | +6.0% | -5.3% | +11.3% | +6.9% |
| 30D | +4.5% | +0.3% | +4.2% | +4.3% |
| 3M | +3.1% | -22.9% | +26.0% | +6.3% |
| 6M | +30.2% | -23.4% | +53.6% | +34.3% |
| YTD | +45.2% | -28.3% | +73.5% | +51.2% |
| 1Y | +79.6% | -7.0% | +86.6% | +78.9% |
| 3Y | +411.0% | +37.6% | +373.4% | +361.7% |
| 5Y | +290.7% | +53.4% | +237.3% | +238.3% |
| 10Y | +1,753.6% | +83.9% | +1,669.7% | +1,503.3% |
| All | +1,753.6% | +88.4% | +1,665.2% | +1,503.3% |
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