+151.7%
IBB vs IONS
+17.3%
+134.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.3% |
| 7D | -1.8% | -9.4% | +7.6% | +1.0% |
| 30D | +5.1% | -10.7% | +15.8% | +8.6% |
| 3M | +10.7% | -27.7% | +38.4% | +21.2% |
| 6M | +22.9% | -48.7% | +71.6% | +46.3% |
| YTD | +26.7% | -50.2% | +76.9% | +52.0% |
| 1Y | +35.1% | -46.8% | +81.9% | +58.8% |
| 3Y | +80.2% | -14.8% | +95.0% | +75.3% |
| 5Y | +37.8% | +17.0% | +20.8% | +17.5% |
| All | +151.7% | +17.3% | +134.4% | +88.7% |
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