+147.2%
AR vs IONS
+47.7%
+99.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +2.5% | -4.8% | +7.3% | +3.0% |
| 30D | +14.8% | +7.2% | +7.6% | +13.8% |
| 3M | +6.2% | -22.7% | +28.9% | +8.7% |
| 6M | +4.3% | -26.9% | +31.2% | +7.2% |
| YTD | +14.4% | -26.6% | +40.9% | +17.4% |
| 1Y | +21.3% | -2.1% | +23.5% | +19.6% |
| 3Y | +39.8% | +43.4% | -3.6% | +25.6% |
| All | +147.2% | +47.7% | +99.5% | +119.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling