+15.7%
BABA vs IONS
-27.6%
+43.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -9.1% | +6.5% | -0.8% |
| 7D | +2.4% | -30.3% | +32.6% | +8.8% |
| 30D | -7.8% | -37.7% | +30.0% | +0.1% |
| 3M | -22.4% | -50.5% | +28.1% | -12.4% |
| 6M | -26.0% | -62.8% | +36.8% | -13.1% |
| YTD | -29.3% | -64.4% | +35.1% | -16.3% |
| 1Y | -37.5% | -59.5% | +22.0% | -28.0% |
| 3Y | +31.9% | -39.2% | +71.1% | +34.9% |
| 5Y | -33.4% | -15.3% | -18.1% | -38.1% |
| 10Y | +15.7% | -31.2% | +46.9% | +10.9% |
| All | +15.7% | -27.6% | +43.3% | +10.9% |
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