+371.6%
ALL vs IONS
-32.1%
+403.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.4% | -6.1% | -0.2% |
| 7D | +5.0% | -26.3% | +31.3% | +7.5% |
| 30D | +13.3% | -31.9% | +45.3% | +16.7% |
| 3M | +3.2% | -48.0% | +51.2% | +8.6% |
| 6M | +25.3% | -62.6% | +87.9% | +35.3% |
| YTD | +30.5% | -63.3% | +93.7% | +40.9% |
| 1Y | +29.2% | -58.4% | +87.6% | +37.8% |
| 3Y | +119.1% | -38.2% | +157.3% | +120.4% |
| 5Y | +162.6% | -11.1% | +173.7% | +147.5% |
| All | +371.6% | -32.1% | +403.7% | +359.3% |
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