+30.0%
A vs IONS
+43.7%
-13.7%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -1.9% | -4.8% | +2.9% | -1.3% |
| 30D | +6.9% | +7.2% | -0.3% | +5.8% |
| 3M | +9.2% | -22.7% | +31.9% | +11.8% |
| 6M | +25.7% | -26.9% | +52.6% | +29.8% |
| YTD | +11.5% | -26.6% | +38.1% | +15.0% |
| 1Y | +18.4% | -2.1% | +20.5% | +16.2% |
| All | +30.0% | +43.7% | -13.7% | +16.9% |
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