+153.7%
ACN vs IONS
-27.6%
+181.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.1% | +10.7% | +2.8% |
| 7D | +1.6% | -30.3% | +31.8% | +6.1% |
| 30D | +24.6% | -37.7% | +62.4% | +32.1% |
| 3M | +46.2% | -50.5% | +96.7% | +59.3% |
| 6M | +46.2% | -62.8% | +108.9% | +64.2% |
| YTD | -0.9% | -64.4% | +63.5% | +11.8% |
| 1Y | +8.8% | -59.5% | +68.2% | +20.2% |
| 3Y | -14.3% | -39.2% | +24.9% | -13.7% |
| 5Y | -22.6% | -15.3% | -7.3% | -28.3% |
| 10Y | +153.7% | -31.2% | +184.9% | +147.7% |
| All | +153.7% | -27.6% | +181.4% | +147.7% |
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