+541.7%
IBB vs IONS
+389.2%
+152.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +1.4% | -4.8% | +6.3% | +2.7% |
| 30D | +10.5% | +7.2% | +3.3% | +8.5% |
| 3M | +23.6% | -22.7% | +46.3% | +30.3% |
| 6M | +22.6% | -26.9% | +49.5% | +31.1% |
| YTD | +25.7% | -26.6% | +52.2% | +34.1% |
| 1Y | +51.4% | -2.1% | +53.5% | +49.7% |
| 3Y | +64.4% | +43.4% | +20.9% | +41.2% |
| 5Y | +22.1% | +47.0% | -24.8% | +1.5% |
| 10Y | +132.5% | +97.2% | +35.3% | +64.7% |
| All | +541.7% | +389.2% | +152.5% | +132.1% |
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