+216.7%
ACWI vs IONS
+17.3%
+199.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.3% |
| 7D | -2.4% | -9.4% | +7.1% | -1.1% |
| 30D | -5.2% | -10.7% | +5.5% | -3.8% |
| 3M | -4.8% | -27.7% | +22.8% | -0.9% |
| 6M | -1.3% | -48.7% | +47.4% | +6.8% |
| YTD | +8.4% | -50.2% | +58.6% | +17.6% |
| 1Y | +11.0% | -46.8% | +57.8% | +19.2% |
| 3Y | +70.6% | -14.8% | +85.4% | +66.3% |
| 5Y | +55.3% | +17.0% | +38.3% | +40.8% |
| All | +216.7% | +17.3% | +199.4% | +194.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling