+40.5%
IBB vs IONS
-11.8%
+52.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -2.1% |
| 7D | -0.5% | -26.3% | +25.8% | +6.6% |
| 30D | +4.6% | -31.9% | +36.5% | +14.6% |
| 3M | +6.8% | -48.0% | +54.8% | +25.9% |
| 6M | +23.1% | -62.6% | +85.7% | +56.7% |
| YTD | +26.0% | -63.3% | +89.3% | +61.1% |
| 1Y | +30.4% | -58.4% | +88.8% | +60.7% |
| 3Y | +85.4% | -38.2% | +123.7% | +92.9% |
| All | +40.5% | -11.8% | +52.3% | +22.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling