+1,011.5%
C vs IONS
+260.9%
+750.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.4% | -1.7% | -4.6% |
| 7D | -5.3% | -12.6% | +7.3% | -3.4% |
| 30D | -7.3% | -11.8% | +4.5% | -5.7% |
| 3M | -13.5% | -28.4% | +14.9% | -9.5% |
| 6M | -6.5% | -48.4% | +42.0% | +1.8% |
| YTD | +3.6% | -51.0% | +54.6% | +13.4% |
| 1Y | +18.9% | -48.0% | +66.9% | +29.0% |
| 3Y | +205.0% | -17.8% | +222.7% | +201.3% |
| 5Y | +109.4% | +15.2% | +94.2% | +92.7% |
| 10Y | +232.9% | +43.0% | +189.9% | +182.0% |
| All | +1,011.5% | +260.9% | +750.6% | +527.7% |
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 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