+31.2%
TSM vs IONS
-47.1%
+78.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +6.1% |
| 7D | -7.6% | -9.4% | +1.9% | -6.6% |
| 30D | -20.5% | -10.7% | -9.8% | -19.6% |
| 3M | -10.0% | -27.7% | +17.7% | -7.7% |
| 6M | -10.1% | -48.7% | +38.7% | -6.7% |
| YTD | +24.5% | -50.2% | +74.7% | +29.8% |
| 1Y | +31.2% | -46.8% | +78.0% | +36.7% |
| All | +31.2% | -47.1% | +78.3% | +36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling