+227.1%
ACWI vs IONS
-29.6%
+256.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.1% |
| 7D | -0.7% | -29.4% | +28.8% | +3.5% |
| 30D | -2.0% | -35.1% | +33.1% | +3.3% |
| 3M | -2.2% | -48.9% | +46.7% | +6.3% |
| 6M | +1.9% | -62.4% | +64.3% | +14.5% |
| YTD | +12.0% | -64.2% | +76.2% | +26.6% |
| 1Y | +12.5% | -60.9% | +73.4% | +25.5% |
| 3Y | +75.4% | -38.9% | +114.3% | +77.6% |
| 5Y | +61.5% | -15.6% | +77.1% | +51.4% |
| 10Y | +227.1% | -33.5% | +260.6% | +215.7% |
| All | +227.1% | -29.6% | +256.7% | +215.7% |
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