+48.3%
D vs IONS
-27.6%
+75.9%
-52.2%
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% | +0.8% |
| 7D | +2.4% | -30.3% | +32.6% | +4.9% |
| 30D | +10.9% | -37.7% | +48.7% | +14.5% |
| 3M | +2.8% | -50.5% | +53.3% | +7.9% |
| 6M | +12.7% | -62.8% | +75.5% | +20.3% |
| YTD | +20.3% | -64.4% | +84.7% | +28.7% |
| 1Y | +17.1% | -59.5% | +76.6% | +23.9% |
| 3Y | +75.1% | -39.2% | +114.3% | +76.2% |
| 5Y | +13.1% | -15.3% | +28.5% | +8.8% |
| 10Y | +48.3% | -31.2% | +79.4% | +47.6% |
| All | +48.3% | -27.6% | +75.9% | +47.6% |
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