+41.0%
TSM vs IONS
-61.6%
+102.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.7% | -1.6% |
| 7D | +14.8% | -29.6% | +44.5% | +17.4% |
| 30D | -8.9% | -35.6% | +26.7% | -5.8% |
| 3M | -5.3% | -51.7% | +46.4% | +0.4% |
| 6M | +2.6% | -64.0% | +66.6% | +9.4% |
| YTD | +34.5% | -65.5% | +100.0% | +44.7% |
| 1Y | +41.0% | -62.4% | +103.4% | +48.8% |
| All | +41.0% | -61.6% | +102.6% | +48.8% |
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