+133.7%
AS vs IONS
-25.0%
+158.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -1.8% |
| 7D | +7.1% | -12.6% | +19.7% | +9.0% |
| 30D | +12.8% | -11.8% | +24.6% | +14.6% |
| 3M | -14.7% | -28.4% | +13.7% | -10.9% |
| 6M | -9.9% | -48.4% | +38.5% | -2.4% |
| YTD | -16.1% | -51.0% | +34.8% | -8.5% |
| 1Y | +0.2% | -48.0% | +48.2% | +8.2% |
| All | +133.7% | -25.0% | +158.7% | +102.2% |
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