+826.9%
TTMI vs IONS
+46.3%
+780.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.1% | +8.9% | +8.9% |
| 7D | +5.9% | -4.8% | +10.7% | +6.7% |
| 30D | -4.3% | +7.2% | -11.5% | -5.6% |
| 3M | -32.0% | -22.7% | -9.4% | -30.3% |
| 6M | +19.5% | -26.9% | +46.3% | +23.9% |
| YTD | +82.0% | -26.6% | +108.6% | +88.4% |
| 1Y | +172.6% | -2.1% | +174.8% | +166.8% |
| All | +826.9% | +46.3% | +780.6% | +719.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling