+140.4%
EFA vs IONS
+92.6%
+47.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.2% | -0.8% |
| 7D | -2.4% | -4.3% | +1.9% | -1.9% |
| 30D | -2.2% | +0.4% | -2.7% | -2.4% |
| 3M | +5.7% | -24.1% | +29.8% | +8.4% |
| 6M | +8.2% | -26.4% | +34.6% | +11.3% |
| YTD | +11.8% | -29.7% | +41.4% | +15.5% |
| 1Y | +18.3% | -13.0% | +31.3% | +19.0% |
| 3Y | +64.9% | +35.0% | +29.9% | +52.7% |
| 5Y | +52.4% | +54.2% | -1.8% | +35.9% |
| All | +140.4% | +92.6% | +47.8% | +112.5% |
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