+32.5%
ACGL vs IONS
-16.4%
+48.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -3.0% |
| 7D | +0.9% | -9.4% | +10.3% | +1.0% |
| 30D | +13.7% | -10.7% | +24.5% | +13.9% |
| 3M | +8.0% | -27.7% | +35.7% | +8.7% |
| 6M | +13.3% | -48.7% | +62.0% | +14.6% |
| YTD | +11.8% | -50.2% | +62.0% | +13.2% |
| 1Y | +22.2% | -46.8% | +69.0% | +23.7% |
| 3Y | +32.5% | -14.8% | +47.3% | +30.0% |
| All | +32.5% | -16.4% | +48.9% | +30.0% |
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