+7.8%
D vs IONS
+47.7%
-40.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.4% | -0.4% |
| 7D | +1.5% | -4.8% | +6.3% | +1.7% |
| 30D | -2.6% | +7.2% | -9.8% | -3.0% |
| 3M | 0.0% | -22.7% | +22.7% | +1.0% |
| 6M | +7.4% | -26.9% | +34.2% | +8.7% |
| YTD | +15.9% | -26.6% | +42.4% | +17.2% |
| 1Y | +18.1% | -2.1% | +20.2% | +17.4% |
| 3Y | +58.4% | +43.4% | +14.9% | +51.5% |
| All | +7.8% | +47.7% | -40.0% | -1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling