+214.8%
B vs IONS
-32.1%
+246.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -1.0% |
| 7D | -7.3% | -26.3% | +19.0% | -5.9% |
| 30D | -3.3% | -31.9% | +28.6% | -1.4% |
| 3M | -7.8% | -48.0% | +40.2% | -4.4% |
| 6M | -15.5% | -62.6% | +47.0% | -11.1% |
| YTD | -12.3% | -63.3% | +51.0% | -7.5% |
| 1Y | +5.4% | -58.4% | +63.8% | +10.3% |
| 3Y | +165.5% | -38.2% | +203.8% | +169.9% |
| 5Y | +107.0% | -11.1% | +118.1% | +107.9% |
| All | +214.8% | -32.1% | +246.9% | +228.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling