+7.6%
ACN vs IONS
-59.1%
+66.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -1.9% |
| 7D | -4.0% | -29.4% | +25.4% | -4.4% |
| 30D | +19.0% | -35.1% | +54.1% | +18.2% |
| 3M | +42.2% | -48.9% | +91.1% | +39.8% |
| 6M | +50.1% | -62.4% | +112.6% | +46.0% |
| YTD | -2.7% | -64.2% | +61.5% | -5.6% |
| 1Y | +7.6% | -60.9% | +68.5% | +4.9% |
| All | +7.6% | -59.1% | +66.7% | +4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling