+498.7%
TSN vs IONS
+440.4%
+58.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -6.3% | -4.8% | -1.5% | -6.0% |
| 30D | -10.8% | +7.2% | -18.0% | -11.2% |
| 3M | -8.8% | -22.7% | +13.9% | -7.5% |
| 6M | -16.8% | -26.9% | +10.1% | -15.4% |
| YTD | -10.0% | -26.6% | +16.6% | -8.5% |
| 1Y | -5.3% | -2.1% | -3.1% | -5.6% |
| 3Y | +8.5% | +43.4% | -34.9% | +4.1% |
| 5Y | -22.9% | +47.0% | -69.9% | -27.0% |
| 10Y | -12.6% | +97.2% | -109.8% | -20.8% |
| All | +498.7% | +440.4% | +58.3% | +353.9% |
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