+17.4%
TTMI vs IONS
-60.0%
+77.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.4% | -9.3% | -3.2% |
| 7D | +11.4% | -26.3% | +37.7% | +12.6% |
| 30D | -28.3% | -31.9% | +3.7% | -26.3% |
| 3M | -46.7% | -48.0% | +1.3% | -43.3% |
| 6M | -56.1% | -62.6% | +6.4% | -53.7% |
| YTD | +7.4% | -63.3% | +70.6% | +13.4% |
| 1Y | +17.4% | -58.4% | +75.8% | +16.0% |
| All | +17.4% | -60.0% | +77.4% | +16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling