+100.5%
ENB vs IONS
+84.6%
+15.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | -0.5% |
| 7D | -0.3% | -8.7% | +8.3% | +0.6% |
| 30D | -1.1% | -1.6% | +0.5% | -1.0% |
| 3M | -8.5% | -24.9% | +16.4% | -6.1% |
| 6M | -4.5% | -25.7% | +21.1% | -2.1% |
| YTD | +9.1% | -29.2% | +38.3% | +12.3% |
| 1Y | +8.0% | -13.0% | +21.0% | +8.4% |
| 3Y | +77.8% | +35.9% | +41.9% | +64.5% |
| 5Y | +69.4% | +54.5% | +14.9% | +50.2% |
| 10Y | +100.5% | +93.1% | +7.4% | +73.4% |
| All | +100.5% | +84.6% | +15.9% | +73.4% |
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 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