+152.3%
ACN vs IONS
-32.1%
+184.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.4% | -6.2% | -0.6% |
| 7D | -3.8% | -26.3% | +22.4% | -0.3% |
| 30D | +16.5% | -31.9% | +48.5% | +22.1% |
| 3M | +41.5% | -48.0% | +89.5% | +53.3% |
| 6M | +60.1% | -62.6% | +122.6% | +80.1% |
| YTD | -3.9% | -63.3% | +59.3% | +8.1% |
| 1Y | +4.1% | -58.4% | +62.5% | +14.8% |
| 3Y | -15.9% | -38.2% | +22.4% | -15.4% |
| 5Y | -26.3% | -11.1% | -15.2% | -32.4% |
| All | +152.3% | -32.1% | +184.4% | +141.7% |
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