+1,176.2%
JBL vs IONS
-36.2%
+1,212.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +4.0% | +1.1% |
| 7D | +10.0% | -29.6% | +39.6% | +16.3% |
| 30D | -18.2% | -35.6% | +17.3% | -12.0% |
| 3M | -29.0% | -51.7% | +22.7% | -19.6% |
| 6M | -25.9% | -64.0% | +38.1% | -12.4% |
| YTD | +14.1% | -65.5% | +79.6% | +35.7% |
| 1Y | +21.7% | -62.4% | +84.1% | +42.1% |
| 3Y | +103.8% | -41.1% | +144.9% | +107.7% |
| 5Y | +310.0% | -16.5% | +326.5% | +270.8% |
| All | +1,176.2% | -36.2% | +1,212.4% | +1,119.0% |
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