+110.5%
ENB vs IONS
-32.1%
+142.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.4% | -7.3% | -1.6% |
| 7D | +1.7% | -26.3% | +27.9% | +4.6% |
| 30D | +0.7% | -31.9% | +32.6% | +4.5% |
| 3M | -5.8% | -48.0% | +42.2% | +0.6% |
| 6M | -11.3% | -62.6% | +51.2% | -2.2% |
| YTD | +3.7% | -63.3% | +67.0% | +14.3% |
| 1Y | +2.8% | -58.4% | +61.2% | +11.5% |
| 3Y | +67.7% | -38.2% | +105.9% | +68.7% |
| 5Y | +57.1% | -11.1% | +68.2% | +45.2% |
| All | +110.5% | -32.1% | +142.6% | +100.0% |
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