+635.4%
B vs IONS
+440.4%
+195.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | -1.6% | -4.8% | +3.3% | -1.5% |
| 30D | +9.4% | +7.2% | +2.2% | +9.3% |
| 3M | +5.0% | -22.7% | +27.7% | +5.5% |
| 6M | -3.5% | -26.9% | +23.3% | -3.0% |
| YTD | +4.5% | -26.6% | +31.0% | +5.1% |
| 1Y | +67.8% | -2.1% | +69.9% | +67.7% |
| 3Y | +196.7% | +43.4% | +153.3% | +193.1% |
| 5Y | +151.9% | +47.0% | +104.9% | +148.1% |
| 10Y | +202.2% | +97.2% | +105.0% | +193.5% |
| All | +635.4% | +440.4% | +195.1% | +543.2% |
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 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