+42.8%
TSM vs IONS
-60.0%
+102.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.4% | -8.1% | -2.0% |
| 7D | +6.2% | -26.3% | +32.5% | +8.2% |
| 30D | -7.3% | -31.9% | +24.7% | -4.6% |
| 3M | -7.1% | -48.0% | +40.9% | -2.4% |
| 6M | +0.2% | -62.6% | +62.8% | +6.6% |
| YTD | +32.2% | -63.3% | +95.5% | +41.2% |
| 1Y | +42.8% | -58.4% | +101.2% | +53.8% |
| All | +42.8% | -60.0% | +102.7% | +53.8% |
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