+4,824.8%
ACGL vs IONS
+184.8%
+4,640.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +0.1% |
| 7D | +6.4% | -12.6% | +19.0% | +7.2% |
| 30D | +16.6% | -11.8% | +28.4% | +17.4% |
| 3M | +11.6% | -28.4% | +40.0% | +13.7% |
| 6M | +17.5% | -48.4% | +65.9% | +21.7% |
| YTD | +15.3% | -51.0% | +66.2% | +19.7% |
| 1Y | +26.3% | -48.0% | +74.3% | +30.6% |
| 3Y | +35.9% | -17.8% | +53.7% | +35.0% |
| 5Y | +168.2% | +15.2% | +153.0% | +158.3% |
| 10Y | +352.0% | +43.0% | +309.0% | +323.9% |
| All | +4,824.8% | +184.8% | +4,640.0% | +3,872.5% |
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