+157.6%
B vs IONS
+47.7%
+109.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | -1.6% | -4.8% | +3.3% | -1.1% |
| 30D | +9.4% | +7.2% | +2.2% | +8.7% |
| 3M | +5.0% | -22.7% | +27.7% | +6.8% |
| 6M | -3.5% | -26.9% | +23.3% | -1.3% |
| YTD | +4.5% | -26.6% | +31.0% | +6.9% |
| 1Y | +67.8% | -2.1% | +69.9% | +67.4% |
| 3Y | +196.7% | +43.4% | +153.3% | +181.3% |
| All | +157.6% | +47.7% | +109.9% | +140.7% |
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