+1,094.7%
TTMI vs IONS
+84.6%
+1,010.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -3.7% |
| 7D | +7.5% | -8.7% | +16.1% | +9.2% |
| 30D | -4.5% | -1.6% | -2.9% | -4.4% |
| 3M | -28.5% | -24.9% | -3.6% | -25.8% |
| 6M | +28.4% | -25.7% | +54.0% | +33.4% |
| YTD | +80.1% | -29.2% | +109.3% | +88.9% |
| 1Y | +161.0% | -13.0% | +174.0% | +163.1% |
| 3Y | +862.4% | +35.9% | +826.5% | +759.7% |
| 5Y | +812.9% | +54.5% | +758.4% | +678.2% |
| 10Y | +1,094.7% | +93.1% | +1,001.6% | +923.3% |
| All | +1,094.7% | +84.6% | +1,010.1% | +923.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling