+178.5%
EXE vs IONS
-2.1%
+180.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -0.3% | -4.8% | +4.6% | +0.2% |
| 30D | +8.5% | +7.2% | +1.3% | +7.6% |
| 3M | +5.5% | -22.7% | +28.1% | +7.6% |
| 6M | -5.9% | -26.9% | +21.0% | -3.5% |
| YTD | -9.7% | -26.6% | +16.9% | -7.6% |
| 1Y | +3.6% | -2.1% | +5.7% | +2.6% |
| 3Y | +18.0% | +43.4% | -25.4% | +8.9% |
| 5Y | +109.4% | +47.0% | +62.4% | +86.7% |
| All | +178.5% | -2.1% | +180.6% | +155.2% |
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