+71.9%
TXN vs IONS
+36.3%
+35.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.2% |
| 7D | +2.7% | -8.7% | +11.3% | +3.8% |
| 30D | -6.7% | -1.6% | -5.1% | -6.6% |
| 3M | -8.9% | -24.9% | +16.0% | -6.7% |
| 6M | +34.7% | -25.7% | +60.4% | +38.0% |
| YTD | +53.3% | -29.2% | +82.5% | +58.2% |
| 1Y | +45.0% | -13.0% | +58.1% | +44.8% |
| All | +71.9% | +36.3% | +35.6% | +55.9% |
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