+223.5%
C vs IONS
+17.3%
+206.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.2% |
| 7D | -2.4% | -9.4% | +7.0% | -0.7% |
| 30D | -6.0% | -10.7% | +4.8% | -4.1% |
| 3M | -10.5% | -27.7% | +17.1% | -5.6% |
| 6M | -5.7% | -48.7% | +43.0% | +4.7% |
| YTD | +4.1% | -50.2% | +54.3% | +16.1% |
| 1Y | +20.5% | -46.8% | +67.3% | +32.5% |
| 3Y | +208.1% | -14.8% | +223.0% | +198.0% |
| 5Y | +110.4% | +17.0% | +93.4% | +84.2% |
| All | +223.5% | +17.3% | +206.2% | +175.7% |
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 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