+59.9%
TXN vs IONS
+52.5%
+7.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.2% |
| 7D | +2.7% | -8.7% | +11.3% | +4.1% |
| 30D | -6.7% | -1.6% | -5.1% | -6.6% |
| 3M | -8.9% | -24.9% | +16.0% | -6.0% |
| 6M | +34.7% | -25.7% | +60.4% | +39.2% |
| YTD | +53.3% | -29.2% | +82.5% | +59.6% |
| 1Y | +45.0% | -13.0% | +58.1% | +45.3% |
| 3Y | +73.1% | +35.9% | +37.2% | +51.9% |
| 5Y | +59.9% | +54.5% | +5.4% | +34.4% |
| All | +59.9% | +52.5% | +7.4% | +34.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling