+308.7%
A vs IONS
-27.6%
+336.3%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -9.1% | +7.8% | +0.5% |
| 7D | +1.4% | -30.3% | +31.6% | +7.8% |
| 30D | +4.3% | -37.7% | +42.0% | +13.4% |
| 3M | +19.8% | -50.5% | +70.3% | +35.7% |
| 6M | +54.4% | -62.8% | +117.1% | +82.9% |
| YTD | +31.7% | -64.4% | +96.1% | +57.1% |
| 1Y | +22.4% | -59.5% | +81.9% | +42.0% |
| 3Y | +67.7% | -39.2% | +106.9% | +71.3% |
| 5Y | +15.7% | -15.3% | +31.1% | +6.8% |
| 10Y | +308.7% | -31.2% | +339.9% | +290.0% |
| All | +308.7% | -27.6% | +336.3% | +290.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling