+356.8%
ACWI vs IONS
+285.7%
+71.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | +0.5% | -4.8% | +5.3% | +1.2% |
| 30D | +0.9% | +7.2% | -6.3% | -0.3% |
| 3M | +2.4% | -22.7% | +25.1% | +5.4% |
| 6M | +12.4% | -26.9% | +39.3% | +16.6% |
| YTD | +15.2% | -26.6% | +41.7% | +19.3% |
| 1Y | +22.7% | -2.1% | +24.8% | +21.3% |
| 3Y | +75.8% | +43.4% | +32.3% | +58.6% |
| 5Y | +67.7% | +47.0% | +20.7% | +47.2% |
| 10Y | +229.0% | +97.2% | +131.8% | +156.2% |
| All | +356.8% | +285.7% | +71.1% | +116.6% |
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