+1,447.0%
JBL vs IONS
+92.6%
+1,354.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.6% |
| 7D | -1.0% | -4.3% | +3.2% | -0.2% |
| 30D | -15.1% | +0.4% | -15.5% | -15.3% |
| 3M | -14.0% | -24.1% | +10.1% | -10.9% |
| 6M | +20.6% | -26.4% | +47.1% | +25.7% |
| YTD | +32.9% | -29.7% | +62.6% | +39.5% |
| 1Y | +40.5% | -13.0% | +53.6% | +41.1% |
| 3Y | +183.7% | +35.0% | +148.7% | +148.9% |
| 5Y | +388.3% | +54.2% | +334.1% | +302.6% |
| All | +1,447.0% | +92.6% | +1,354.4% | +1,147.4% |
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