+3,646.0%
ALL vs IONS
+484.0%
+3,162.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -4.6% |
| 7D | -1.9% | -9.4% | +7.5% | -1.2% |
| 30D | +13.8% | -10.7% | +24.5% | +14.7% |
| 3M | -7.0% | -27.7% | +20.7% | -4.7% |
| 6M | +18.0% | -48.7% | +66.7% | +24.0% |
| YTD | +24.2% | -50.2% | +74.4% | +30.6% |
| 1Y | +31.2% | -46.8% | +78.0% | +37.1% |
| 3Y | +107.5% | -14.8% | +122.4% | +104.8% |
| 5Y | +144.8% | +17.0% | +127.8% | +131.7% |
| 10Y | +375.8% | +45.3% | +330.5% | +326.2% |
| All | +3,646.0% | +484.0% | +3,162.0% | +2,386.2% |
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