+566.6%
B vs IONS
+266.7%
+299.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.5% |
| 7D | +9.6% | -9.4% | +19.0% | +9.8% |
| 30D | +3.5% | -10.7% | +14.3% | +3.8% |
| 3M | -1.6% | -27.7% | +26.1% | -0.9% |
| 6M | -1.7% | -48.7% | +47.0% | -0.3% |
| YTD | -5.3% | -50.2% | +44.8% | -3.9% |
| 1Y | +27.2% | -46.8% | +74.0% | +28.9% |
| 3Y | +166.1% | -14.8% | +181.0% | +165.9% |
| 5Y | +136.5% | +17.0% | +119.5% | +134.4% |
| 10Y | +172.2% | +45.3% | +126.9% | +166.4% |
| All | +566.6% | +266.7% | +299.9% | +488.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling