+9.1%
IR vs IONS
-44.5%
+53.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | -0.4% |
| 7D | +11.6% | -10.6% | +22.1% | +12.9% |
| 30D | +7.2% | -7.7% | +14.9% | +7.9% |
| 3M | -5.9% | -27.1% | +21.2% | -2.7% |
| 6M | +11.5% | -46.8% | +58.3% | +16.4% |
| YTD | +6.3% | -49.2% | +55.6% | +12.8% |
| 1Y | +9.1% | -44.9% | +54.0% | +13.2% |
| All | +9.1% | -44.5% | +53.6% | +13.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling