+293.4%
C vs IONS
+96.6%
+196.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +3.6% | -4.8% | +8.5% | +4.5% |
| 30D | +0.1% | +7.2% | -7.1% | -1.3% |
| 3M | +2.4% | -22.7% | +25.1% | +6.0% |
| 6M | +24.9% | -26.9% | +51.8% | +30.5% |
| YTD | +19.8% | -26.6% | +46.4% | +24.8% |
| 1Y | +44.9% | -2.1% | +47.0% | +42.6% |
| 3Y | +263.0% | +43.4% | +219.5% | +218.7% |
| 5Y | +129.5% | +47.0% | +82.5% | +94.4% |
| All | +293.4% | +96.6% | +196.8% | +204.2% |
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 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