+2,427.5%
ACN vs IONS
+215.6%
+2,211.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -1.9% |
| 7D | +0.9% | -9.4% | +10.3% | +2.0% |
| 30D | +33.5% | -10.7% | +44.3% | +35.2% |
| 3M | +53.5% | -27.7% | +81.1% | +59.0% |
| 6M | +52.2% | -48.7% | +100.9% | +63.2% |
| YTD | -0.1% | -50.2% | +50.1% | +7.2% |
| 1Y | +11.0% | -46.8% | +57.8% | +18.1% |
| 3Y | -11.8% | -14.8% | +3.1% | -13.6% |
| 5Y | -22.8% | +17.0% | -39.8% | -28.6% |
| 10Y | +162.4% | +45.3% | +117.1% | +125.8% |
| All | +2,427.5% | +215.6% | +2,211.9% | +1,543.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling