+25.7%
ABNB vs IONS
+24.7%
+1.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | -4.0% | -4.8% | +0.9% | -3.1% |
| 30D | +19.3% | +7.2% | +12.1% | +17.7% |
| 3M | +36.1% | -22.7% | +58.7% | +40.8% |
| 6M | +34.2% | -26.9% | +61.1% | +40.3% |
| YTD | +34.1% | -26.6% | +60.6% | +39.7% |
| 1Y | +45.1% | -2.1% | +47.2% | +41.9% |
| 3Y | +37.1% | +43.4% | -6.3% | +16.4% |
| 5Y | +15.2% | +47.0% | -31.8% | -7.9% |
| All | +25.7% | +24.7% | +1.0% | -0.9% |
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