+175.9%
B vs IONS
-38.5%
+214.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.6% |
| 7D | -2.7% | -29.4% | +26.8% | +0.4% |
| 30D | -4.3% | -35.1% | +30.8% | -0.4% |
| 3M | -2.3% | -48.9% | +46.6% | +4.4% |
| 6M | -16.2% | -62.4% | +46.2% | -8.4% |
| YTD | -8.8% | -64.2% | +55.4% | +0.2% |
| 1Y | +11.4% | -60.9% | +72.3% | +21.4% |
| All | +175.9% | -38.5% | +214.4% | +195.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling