+22.2%
ACI vs IONS
-6.6%
+28.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -0.9% | -3.3% |
| 7D | -2.6% | -5.3% | +2.7% | -2.6% |
| 30D | +1.1% | +0.3% | +0.8% | +1.1% |
| 3M | -23.6% | -22.9% | -0.8% | -23.7% |
| 6M | -29.9% | -23.4% | -6.5% | -29.9% |
| YTD | -26.9% | -28.3% | +1.5% | -26.8% |
| 1Y | -34.2% | -7.0% | -27.2% | -34.3% |
| 3Y | -43.6% | +37.6% | -81.2% | -44.1% |
| 5Y | -42.4% | +53.4% | -95.8% | -42.2% |
| All | +22.2% | -6.6% | +28.7% | +14.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling