-22.5%
ACN vs IONS
+17.1%
-39.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -1.9% |
| 7D | +0.9% | -9.4% | +10.3% | +1.7% |
| 30D | +33.5% | -10.7% | +44.3% | +34.7% |
| 3M | +53.5% | -27.7% | +81.1% | +57.4% |
| 6M | +52.2% | -48.7% | +100.9% | +60.3% |
| YTD | -0.1% | -50.2% | +50.1% | +5.3% |
| 1Y | +11.0% | -46.8% | +57.8% | +16.1% |
| 3Y | -11.8% | -14.8% | +3.1% | -15.1% |
| All | -22.5% | +17.1% | -39.6% | -28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling