+1,502.2%
TSM vs IONS
-5.7%
+1,507.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -21.4% | +24.9% | +6.9% |
| 7D | -2.5% | -24.8% | +22.3% | +1.5% |
| 30D | -14.3% | -31.5% | +17.3% | -9.4% |
| 3M | -7.2% | -45.2% | +38.0% | +1.3% |
| 6M | -5.1% | -59.1% | +53.9% | +7.7% |
| YTD | +28.9% | -60.8% | +89.7% | +47.1% |
| 1Y | +37.1% | -57.9% | +94.9% | +54.3% |
| 3Y | +341.5% | -34.5% | +375.9% | +346.3% |
| 5Y | +245.7% | -8.8% | +254.5% | +221.1% |
| 10Y | +1,502.2% | -19.2% | +1,521.5% | +1,500.4% |
| All | +1,502.2% | -5.7% | +1,507.9% | +1,500.4% |
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