+338.8%
COPX vs IONS
-29.6%
+368.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -1.5% | -29.4% | +27.9% | +3.7% |
| 30D | -14.0% | -35.1% | +21.1% | -8.1% |
| 3M | -17.1% | -48.9% | +31.8% | -7.9% |
| 6M | -15.9% | -62.4% | +46.5% | -2.5% |
| YTD | +2.6% | -64.2% | +66.8% | +20.0% |
| 1Y | +21.6% | -60.9% | +82.5% | +39.9% |
| 3Y | +142.7% | -38.9% | +181.6% | +148.6% |
| 5Y | +122.2% | -15.6% | +137.8% | +106.6% |
| 10Y | +338.8% | -33.5% | +372.2% | +328.3% |
| All | +338.8% | -29.6% | +368.4% | +328.3% |
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