+100.2%
ENB vs IONS
-27.6%
+127.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -9.1% | +9.8% | +1.7% |
| 7D | -2.4% | -30.3% | +27.8% | +1.0% |
| 30D | +2.5% | -37.7% | +40.2% | +7.3% |
| 3M | -5.8% | -50.5% | +44.7% | +1.0% |
| 6M | -8.5% | -62.8% | +54.3% | +0.7% |
| YTD | +3.9% | -64.4% | +68.3% | +14.7% |
| 1Y | +3.7% | -59.5% | +63.2% | +12.6% |
| 3Y | +70.1% | -39.2% | +109.3% | +71.3% |
| 5Y | +53.2% | -15.3% | +68.5% | +42.9% |
| 10Y | +100.2% | -31.2% | +131.4% | +94.3% |
| All | +100.2% | -27.6% | +127.8% | +94.3% |
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