+151.8%
ACN vs IONS
-36.2%
+188.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.1% | -1.0% |
| 7D | -5.7% | -29.6% | +23.9% | -1.6% |
| 30D | +17.0% | -35.6% | +52.6% | +23.6% |
| 3M | +39.9% | -51.7% | +91.6% | +53.1% |
| 6M | +50.2% | -64.0% | +114.2% | +69.8% |
| YTD | -4.2% | -65.5% | +61.3% | +8.8% |
| 1Y | +4.3% | -62.4% | +66.7% | +16.7% |
| 3Y | -17.1% | -41.1% | +24.0% | -16.2% |
| 5Y | -26.5% | -16.5% | -10.0% | -32.0% |
| All | +151.8% | -36.2% | +188.0% | +143.2% |
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