+131.9%
AS vs IONS
-45.2%
+177.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.5% |
| 7D | -3.0% | -29.4% | +26.4% | +0.6% |
| 30D | +9.6% | -35.1% | +44.7% | +14.8% |
| 3M | -8.2% | -48.9% | +40.7% | -0.7% |
| 6M | -9.9% | -62.4% | +52.5% | +0.8% |
| YTD | -16.8% | -64.2% | +47.4% | -6.3% |
| 1Y | +3.0% | -60.9% | +63.9% | +14.4% |
| All | +131.9% | -45.2% | +177.2% | +107.1% |
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