+267.8%
EMR vs IONS
+88.4%
+179.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +1.9% | -0.1% |
| 7D | +3.1% | -5.3% | +8.4% | +3.9% |
| 30D | -3.5% | +0.3% | -3.8% | -3.7% |
| 3M | +9.8% | -22.9% | +32.7% | +13.3% |
| 6M | +10.8% | -23.4% | +34.2% | +14.5% |
| YTD | +15.9% | -28.3% | +44.3% | +21.1% |
| 1Y | +16.4% | -7.0% | +23.5% | +16.3% |
| 3Y | +62.1% | +37.6% | +24.5% | +46.2% |
| 5Y | +62.9% | +53.4% | +9.5% | +40.0% |
| 10Y | +267.8% | +83.9% | +183.8% | +194.7% |
| All | +267.8% | +88.4% | +179.4% | +194.7% |
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