+330.1%
ACWI vs IONS
+157.6%
+172.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.4% | -0.5% | -3.3% |
| 7D | -4.0% | -12.6% | +8.6% | -2.1% |
| 30D | -5.8% | -11.8% | +6.0% | -4.1% |
| 3M | -5.0% | -28.4% | +23.4% | -0.5% |
| 6M | +0.7% | -48.4% | +49.1% | +9.9% |
| YTD | +8.4% | -51.0% | +59.4% | +19.0% |
| 1Y | +10.1% | -48.0% | +58.2% | +19.6% |
| 3Y | +70.8% | -17.8% | +88.5% | +67.8% |
| 5Y | +55.4% | +15.2% | +40.2% | +41.3% |
| 10Y | +223.3% | +43.0% | +180.3% | +164.1% |
| All | +330.1% | +157.6% | +172.5% | +116.1% |
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