+27.7%
EXC vs IONS
-16.4%
+44.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.6% | -2.0% |
| 7D | -1.2% | -9.4% | +8.3% | -1.2% |
| 30D | +10.0% | -10.7% | +20.7% | +10.0% |
| 3M | +1.6% | -27.7% | +29.3% | +1.6% |
| 6M | +3.3% | -48.7% | +52.0% | +3.3% |
| YTD | +7.6% | -50.2% | +57.7% | +7.5% |
| 1Y | +3.5% | -46.8% | +50.3% | +3.5% |
| 3Y | +27.7% | -14.8% | +42.5% | +28.9% |
| All | +27.7% | -16.4% | +44.1% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling