+11,954.4%
TSM vs IONS
+130.2%
+11,824.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +6.1% |
| 7D | -7.6% | -9.4% | +1.9% | -6.0% |
| 30D | -20.5% | -10.7% | -9.8% | -19.0% |
| 3M | -10.0% | -27.7% | +17.7% | -5.5% |
| 6M | -10.1% | -48.7% | +38.7% | -1.1% |
| YTD | +24.5% | -50.2% | +74.7% | +37.4% |
| 1Y | +31.2% | -46.8% | +78.0% | +43.0% |
| 3Y | +322.0% | -14.8% | +336.8% | +315.1% |
| 5Y | +245.3% | +17.0% | +228.2% | +215.5% |
| 10Y | +1,465.8% | +45.3% | +1,420.5% | +1,183.1% |
| All | +11,954.4% | +130.2% | +11,824.2% | +6,440.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling