+49.0%
JBL vs IONS
-8.4%
+57.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.3% |
| 7D | +4.0% | -8.7% | +12.7% | +4.0% |
| 30D | -7.5% | -1.6% | -5.9% | -7.5% |
| 3M | -14.1% | -24.9% | +10.8% | -15.6% |
| 6M | +25.9% | -25.7% | +51.5% | +23.7% |
| YTD | +36.7% | -29.2% | +65.8% | +34.7% |
| 1Y | +49.0% | -13.0% | +62.0% | +42.6% |
| All | +49.0% | -8.4% | +57.4% | +42.6% |
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