+16,424.6%
TT vs IONS
+440.4%
+15,984.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -0.2% | -4.8% | +4.6% | +0.3% |
| 30D | -7.4% | +7.2% | -14.6% | -8.1% |
| 3M | -3.2% | -22.7% | +19.5% | -1.1% |
| 6M | +1.1% | -26.9% | +28.0% | +3.8% |
| YTD | +15.6% | -26.6% | +42.2% | +18.6% |
| 1Y | +9.2% | -2.1% | +11.3% | +8.4% |
| 3Y | +124.4% | +43.4% | +80.9% | +109.5% |
| 5Y | +138.0% | +47.0% | +91.0% | +118.2% |
| 10Y | +886.4% | +97.2% | +789.2% | +740.3% |
| All | +16,424.6% | +440.4% | +15,984.2% | +9,711.5% |
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