+1,697.2%
ACN vs IONS
+365.1%
+1,332.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.3% |
| 7D | -1.5% | -4.8% | +3.3% | -1.0% |
| 30D | +9.4% | +7.2% | +2.2% | +8.4% |
| 3M | +5.6% | -22.7% | +28.3% | +8.2% |
| 6M | -9.3% | -26.9% | +17.6% | -6.6% |
| YTD | -29.0% | -26.6% | -2.4% | -27.0% |
| 1Y | -24.7% | -2.1% | -22.5% | -25.4% |
| 3Y | -39.8% | +43.4% | -83.3% | -44.7% |
| 5Y | -40.9% | +47.0% | -87.9% | -46.8% |
| 10Y | +91.1% | +97.2% | -6.1% | +58.5% |
| All | +1,697.2% | +365.1% | +1,332.1% | +1,018.4% |
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