+3,821.1%
ALL vs IONS
+474.8%
+3,346.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.6% |
| 7D | +4.2% | -12.6% | +16.8% | +5.4% |
| 30D | +18.9% | -11.8% | +30.7% | +20.1% |
| 3M | +1.2% | -28.4% | +29.6% | +3.8% |
| 6M | +23.2% | -48.4% | +71.7% | +29.3% |
| YTD | +30.0% | -51.0% | +81.0% | +36.9% |
| 1Y | +39.6% | -48.0% | +87.6% | +46.2% |
| 3Y | +115.2% | -17.8% | +133.0% | +113.1% |
| 5Y | +156.2% | +15.2% | +141.1% | +142.9% |
| 10Y | +398.0% | +43.0% | +355.0% | +346.8% |
| All | +3,821.1% | +474.8% | +3,346.3% | +2,506.0% |
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