+29.2%
ABNB vs IONS
-39.5%
+68.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -9.1% | +7.3% | -0.1% |
| 7D | +11.9% | -30.3% | +42.2% | +18.8% |
| 30D | +12.7% | -37.7% | +50.4% | +22.0% |
| 3M | +1.2% | -50.5% | +51.7% | +14.0% |
| 6M | +32.1% | -62.8% | +94.9% | +54.9% |
| YTD | +37.7% | -64.4% | +102.1% | +62.4% |
| 1Y | +55.5% | -59.5% | +115.0% | +78.2% |
| 3Y | +58.2% | -39.2% | +97.4% | +58.6% |
| 5Y | -2.8% | -15.3% | +12.6% | -13.5% |
| All | +29.2% | -39.5% | +68.6% | +15.2% |
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 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