+24,015.9%
TXN vs IONS
+154.0%
+23,861.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.6% | +4.5% | +1.3% |
| 7D | +12.3% | -29.6% | +42.0% | +16.4% |
| 30D | +9.1% | -35.6% | +44.6% | +14.1% |
| 3M | +13.5% | -51.7% | +65.2% | +22.6% |
| 6M | +6.9% | -64.0% | +70.9% | +18.6% |
| YTD | +84.0% | -65.5% | +149.5% | +105.0% |
| 1Y | +95.8% | -62.4% | +158.2% | +115.8% |
| 3Y | +130.3% | -41.1% | +171.4% | +136.1% |
| 5Y | +89.2% | -16.5% | +105.6% | +83.3% |
| 10Y | +486.5% | -35.8% | +522.4% | +463.5% |
| All | +24,015.9% | +154.0% | +23,861.9% | +15,866.1% |
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