-15.9%
ACN vs IONS
-36.9%
+21.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.4% | -6.2% | 0.0% |
| 7D | -3.8% | -26.3% | +22.4% | -2.8% |
| 30D | +16.5% | -31.9% | +48.5% | +18.2% |
| 3M | +41.5% | -48.0% | +89.5% | +44.8% |
| 6M | +60.1% | -62.6% | +122.6% | +65.9% |
| YTD | -3.9% | -63.3% | +59.3% | -0.5% |
| 1Y | +4.1% | -58.4% | +62.5% | +6.9% |
| 3Y | -15.9% | -38.2% | +22.4% | -18.7% |
| All | -15.9% | -36.9% | +21.0% | -18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling