+476.0%
A vs IONS
+293.8%
+182.2%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -1.9% | -4.8% | +2.9% | -1.0% |
| 30D | +6.9% | +7.2% | -0.3% | +5.3% |
| 3M | +9.2% | -22.7% | +31.9% | +13.6% |
| 6M | +25.7% | -26.9% | +52.6% | +32.0% |
| YTD | +11.5% | -26.6% | +38.1% | +16.9% |
| 1Y | +18.4% | -2.1% | +20.5% | +16.7% |
| 3Y | +26.6% | +43.4% | -16.8% | +11.1% |
| 5Y | -12.8% | +47.0% | -59.8% | -25.9% |
| 10Y | +247.2% | +97.2% | +150.0% | +154.3% |
| All | +476.0% | +293.8% | +182.2% | +100.9% |
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 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