+16.9%
D vs IONS
-55.7%
+72.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -21.4% | +20.8% | -0.6% |
| 7D | +0.8% | -24.8% | +25.6% | +0.7% |
| 30D | +10.7% | -31.5% | +42.2% | +10.6% |
| 3M | +2.3% | -45.2% | +47.5% | +2.1% |
| 6M | +12.5% | -59.1% | +71.5% | +12.8% |
| YTD | +20.1% | -60.8% | +80.9% | +19.9% |
| All | +16.9% | -55.7% | +72.6% | +13.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling