+43.8%
D vs IONS
-5.7%
+49.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -21.4% | +20.8% | +1.0% |
| 7D | +0.8% | -24.8% | +25.6% | +2.7% |
| 30D | +10.7% | -31.5% | +42.2% | +13.5% |
| 3M | +2.3% | -45.2% | +47.5% | +6.5% |
| 6M | +12.5% | -59.1% | +71.5% | +19.2% |
| YTD | +20.1% | -60.8% | +80.9% | +27.5% |
| 1Y | +15.6% | -57.9% | +73.4% | +21.9% |
| 3Y | +75.2% | -34.5% | +109.6% | +75.3% |
| 5Y | +14.6% | -8.8% | +23.4% | +9.8% |
| 10Y | +43.8% | -19.2% | +63.0% | +44.0% |
| All | +43.8% | -5.7% | +49.4% | +44.0% |
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