+281.8%
ADP vs IONS
+98.1%
+183.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -3.4% | -4.8% | +1.4% | -2.8% |
| 30D | +2.8% | +7.2% | -4.4% | +1.8% |
| 3M | +20.9% | -22.7% | +43.6% | +24.1% |
| 6M | +29.9% | -26.9% | +56.8% | +34.1% |
| YTD | +9.6% | -26.6% | +36.2% | +12.9% |
| 1Y | -5.3% | -2.1% | -3.1% | -6.5% |
| 3Y | +16.5% | +43.4% | -27.0% | +4.9% |
| 5Y | +49.4% | +47.0% | +2.4% | +30.9% |
| All | +281.8% | +98.1% | +183.7% | +219.6% |
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 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