+170.6%
ACGL vs IONS
-11.1%
+181.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -21.4% | +22.1% | +1.7% |
| 7D | -1.1% | -24.8% | +23.7% | +0.1% |
| 30D | +13.1% | -31.5% | +44.7% | +15.0% |
| 3M | +9.8% | -45.2% | +55.0% | +12.8% |
| 6M | +15.3% | -59.1% | +74.3% | +19.9% |
| YTD | +12.7% | -60.8% | +73.5% | +17.5% |
| 1Y | +20.7% | -57.9% | +78.6% | +25.3% |
| 3Y | +34.3% | -34.5% | +68.8% | +33.8% |
| 5Y | +170.6% | -8.8% | +179.4% | +160.4% |
| All | +170.6% | -11.1% | +181.7% | +160.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling