+4,269.4%
ACGL vs IONS
+326.3%
+3,943.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.7% | -1.7% |
| 7D | -0.7% | -4.8% | +4.1% | -0.5% |
| 30D | -1.0% | +7.2% | -8.2% | -1.5% |
| 3M | +11.0% | -22.7% | +33.7% | +12.4% |
| 6M | -0.3% | -26.9% | +26.6% | +1.2% |
| YTD | +2.3% | -26.6% | +28.8% | +3.8% |
| 1Y | +6.4% | -2.1% | +8.5% | +5.9% |
| 3Y | +34.0% | +43.4% | -9.5% | +28.7% |
| 5Y | +161.6% | +47.0% | +114.7% | +148.4% |
| 10Y | +278.6% | +97.2% | +181.4% | +248.1% |
| All | +4,269.4% | +326.3% | +3,943.0% | +3,344.1% |
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