+2,077.0%
D vs IONS
+440.4%
+1,636.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.4% | -1.4% |
| 7D | +0.4% | -4.8% | +5.3% | +0.6% |
| 30D | -3.6% | +7.2% | -10.8% | -3.8% |
| 3M | -1.0% | -22.7% | +21.7% | -0.2% |
| 6M | +6.3% | -26.9% | +33.2% | +7.3% |
| YTD | +14.7% | -26.6% | +41.3% | +15.7% |
| 1Y | +16.9% | -2.1% | +19.1% | +16.6% |
| 3Y | +56.8% | +43.4% | +13.4% | +52.9% |
| 5Y | +5.2% | +47.0% | -41.8% | +1.8% |
| 10Y | +35.9% | +97.2% | -61.3% | +28.3% |
| All | +2,077.0% | +440.4% | +1,636.6% | +1,808.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling