+115.9%
INDA vs IONS
-32.1%
+148.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.4% | -6.6% | -0.9% |
| 7D | +1.1% | -26.3% | +27.4% | +4.2% |
| 30D | +9.4% | -31.9% | +41.3% | +13.7% |
| 3M | +2.9% | -48.0% | +50.9% | +10.3% |
| 6M | +7.2% | -62.6% | +69.8% | +18.6% |
| YTD | -4.8% | -63.3% | +58.5% | +5.4% |
| 1Y | -5.1% | -58.4% | +53.3% | +3.4% |
| 3Y | +16.7% | -38.2% | +54.9% | +17.9% |
| 5Y | +8.8% | -11.1% | +19.9% | +1.5% |
| All | +115.9% | -32.1% | +148.0% | +110.3% |
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