+568.3%
A vs IONS
+167.3%
+401.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.4% |
| 7D | -0.1% | -9.4% | +9.4% | +1.9% |
| 30D | +3.4% | -10.7% | +14.1% | +5.7% |
| 3M | +23.8% | -27.7% | +51.5% | +31.6% |
| 6M | +49.0% | -48.7% | +97.7% | +67.8% |
| YTD | +29.4% | -50.2% | +79.6% | +46.2% |
| 1Y | +19.4% | -46.8% | +66.2% | +33.0% |
| 3Y | +66.2% | -14.8% | +81.0% | +62.2% |
| 5Y | +15.8% | +17.0% | -1.2% | +3.1% |
| 10Y | +326.1% | +45.3% | +280.8% | +231.8% |
| All | +568.3% | +167.3% | +401.0% | +151.2% |
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