+546.9%
IBB vs IONS
+232.0%
+314.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.3% |
| 7D | -1.8% | -9.4% | +7.6% | +0.7% |
| 30D | +5.1% | -10.7% | +15.8% | +8.1% |
| 3M | +10.7% | -27.7% | +38.4% | +19.9% |
| 6M | +22.9% | -48.7% | +71.6% | +43.5% |
| YTD | +26.7% | -50.2% | +76.9% | +48.9% |
| 1Y | +35.1% | -46.8% | +81.9% | +56.0% |
| 3Y | +80.2% | -14.8% | +95.0% | +77.2% |
| 5Y | +37.8% | +17.0% | +20.8% | +21.8% |
| 10Y | +161.2% | +45.3% | +115.9% | +100.3% |
| All | +546.9% | +232.0% | +314.9% | +157.7% |
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 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