+133.1%
IBB vs IONS
-29.6%
+162.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | -1.4% | -29.4% | +28.1% | +7.5% |
| 30D | +6.8% | -35.1% | +41.9% | +19.2% |
| 3M | +9.2% | -48.9% | +58.1% | +30.1% |
| 6M | +28.3% | -62.4% | +90.8% | +64.5% |
| YTD | +29.4% | -64.2% | +93.6% | +68.0% |
| 1Y | +33.2% | -60.9% | +94.1% | +68.4% |
| 3Y | +90.2% | -38.9% | +129.1% | +100.8% |
| 5Y | +44.0% | -15.6% | +59.6% | +33.2% |
| 10Y | +133.1% | -33.5% | +166.5% | +113.8% |
| All | +133.1% | -29.6% | +162.7% | +113.8% |
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