+597.1%
TSN vs IONS
+188.4%
+408.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -21.4% | +21.7% | +1.7% |
| 7D | +4.9% | -24.8% | +29.7% | +6.7% |
| 30D | +12.1% | -31.5% | +43.6% | +14.6% |
| 3M | +4.1% | -45.2% | +49.3% | +8.0% |
| 6M | -10.9% | -59.1% | +48.2% | -6.1% |
| YTD | +4.8% | -60.8% | +65.6% | +10.7% |
| 1Y | +17.6% | -57.9% | +75.5% | +23.6% |
| 3Y | +43.2% | -34.5% | +77.7% | +44.4% |
| 5Y | -13.9% | -8.8% | -5.1% | -15.9% |
| 10Y | +11.8% | -19.2% | +31.1% | +7.4% |
| All | +597.1% | +188.4% | +408.7% | +449.0% |
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