+88.7%
ACN vs IONS
+88.4%
+0.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.7% | -3.8% |
| 7D | -4.8% | -5.3% | +0.5% | -4.2% |
| 30D | +1.9% | +0.3% | +1.6% | +1.8% |
| 3M | +3.9% | -22.9% | +26.8% | +6.6% |
| 6M | -15.0% | -23.4% | +8.4% | -12.9% |
| YTD | -31.9% | -28.3% | -3.6% | -29.6% |
| 1Y | -28.5% | -7.0% | -21.5% | -29.0% |
| 3Y | -41.9% | +37.6% | -79.5% | -47.3% |
| 5Y | -42.9% | +53.4% | -96.2% | -50.2% |
| 10Y | +88.7% | +83.9% | +4.8% | +66.7% |
| All | +88.7% | +88.4% | +0.3% | +66.7% |
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