+208.8%
C vs IONS
-27.6%
+236.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.1% | +9.3% | +1.8% |
| 7D | -0.4% | -30.3% | +29.9% | +5.4% |
| 30D | -5.2% | -37.7% | +32.6% | +2.2% |
| 3M | -9.1% | -50.5% | +41.4% | +1.8% |
| 6M | -1.6% | -62.8% | +61.2% | +14.7% |
| YTD | +6.9% | -64.4% | +71.3% | +25.4% |
| 1Y | +23.0% | -59.5% | +82.4% | +40.6% |
| 3Y | +216.1% | -39.2% | +255.3% | +221.9% |
| 5Y | +112.2% | -15.3% | +127.6% | +94.9% |
| 10Y | +208.8% | -31.2% | +239.9% | +191.5% |
| All | +208.8% | -27.6% | +236.4% | +191.5% |
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