+9,757.4%
ENB vs IONS
+266.7%
+9,490.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.1% | -2.6% |
| 7D | -5.2% | -9.4% | +4.2% | -4.7% |
| 30D | +2.2% | -10.7% | +12.9% | +2.7% |
| 3M | -8.1% | -27.7% | +19.6% | -6.6% |
| 6M | -11.2% | -48.7% | +37.5% | -8.4% |
| YTD | +2.0% | -50.2% | +52.2% | +5.3% |
| 1Y | +4.1% | -46.8% | +50.9% | +7.0% |
| 3Y | +64.7% | -14.8% | +79.6% | +63.5% |
| 5Y | +46.6% | +17.0% | +29.6% | +41.9% |
| 10Y | +102.7% | +45.3% | +57.4% | +91.5% |
| All | +9,757.4% | +266.7% | +9,490.7% | +7,723.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling