+113.8%
ALL vs IONS
-38.8%
+152.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -9.1% | +12.0% | +3.0% |
| 7D | -0.1% | -30.3% | +30.1% | +0.3% |
| 30D | +13.8% | -37.7% | +51.6% | +14.5% |
| 3M | -2.8% | -50.5% | +47.7% | -1.8% |
| 6M | +23.7% | -62.8% | +86.4% | +25.7% |
| YTD | +27.3% | -64.4% | +91.6% | +29.5% |
| 1Y | +30.5% | -59.5% | +90.0% | +32.4% |
| All | +113.8% | -38.8% | +152.5% | +113.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling