+156.3%
ACN vs IONS
-5.7%
+162.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -21.4% | +19.0% | +0.5% |
| 7D | -2.5% | -24.8% | +22.3% | +0.9% |
| 30D | +22.6% | -31.5% | +54.2% | +28.5% |
| 3M | +45.9% | -45.2% | +91.1% | +57.1% |
| 6M | +43.8% | -59.1% | +102.9% | +59.8% |
| YTD | -2.5% | -60.8% | +58.4% | +8.8% |
| 1Y | +6.5% | -57.9% | +64.3% | +17.3% |
| 3Y | -14.2% | -34.5% | +20.3% | -14.3% |
| 5Y | -24.4% | -8.8% | -15.6% | -30.6% |
| 10Y | +156.3% | -19.2% | +175.5% | +144.7% |
| All | +156.3% | -5.7% | +162.0% | +144.7% |
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