+192.7%
JBL vs IONS
+39.5%
+153.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +2.9% | +0.8% |
| 7D | +4.4% | -5.3% | +9.7% | +4.9% |
| 30D | -8.4% | +0.3% | -8.7% | -8.6% |
| 3M | -14.2% | -22.9% | +8.7% | -12.9% |
| 6M | +29.6% | -23.4% | +53.0% | +31.6% |
| YTD | +37.1% | -28.3% | +65.4% | +40.2% |
| 1Y | +49.5% | -7.0% | +56.5% | +47.6% |
| 3Y | +192.7% | +37.6% | +155.1% | +182.2% |
| All | +192.7% | +39.5% | +153.1% | +182.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling