+19,748.5%
TXN vs IONS
+440.4%
+19,308.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | -0.1% | -4.8% | +4.8% | +0.5% |
| 30D | -6.9% | +7.2% | -14.1% | -7.8% |
| 3M | -14.9% | -22.7% | +7.7% | -13.0% |
| 6M | +29.0% | -26.9% | +55.9% | +32.7% |
| YTD | +51.5% | -26.6% | +78.0% | +55.7% |
| 1Y | +41.6% | -2.1% | +43.7% | +40.4% |
| 3Y | +65.8% | +43.4% | +22.4% | +53.9% |
| 5Y | +56.8% | +47.0% | +9.8% | +43.0% |
| 10Y | +387.5% | +97.2% | +290.3% | +312.6% |
| All | +19,748.5% | +440.4% | +19,308.1% | +12,023.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling