+365.7%
ALL vs IONS
+98.1%
+267.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.3% | -1.3% |
| 7D | 0.0% | -4.8% | +4.9% | +0.4% |
| 30D | -1.5% | +7.2% | -8.7% | -2.1% |
| 3M | +23.6% | -22.7% | +46.3% | +25.9% |
| 6M | +22.3% | -26.9% | +49.2% | +25.1% |
| YTD | +26.5% | -26.6% | +53.1% | +29.2% |
| 1Y | +27.0% | -2.1% | +29.1% | +26.1% |
| 3Y | +149.6% | +43.4% | +106.1% | +133.6% |
| 5Y | +118.1% | +47.0% | +71.1% | +99.8% |
| All | +365.7% | +98.1% | +267.6% | +316.5% |
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