+95.9%
JBL vs IONS
-40.7%
+136.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.1% | +8.0% | -0.2% |
| 7D | -8.1% | -30.3% | +22.2% | -5.2% |
| 30D | -18.4% | -37.7% | +19.3% | -14.9% |
| 3M | -25.8% | -50.5% | +24.7% | -20.7% |
| 6M | -29.6% | -62.8% | +33.1% | -23.2% |
| YTD | +9.6% | -64.4% | +74.0% | +20.2% |
| 1Y | +14.1% | -59.5% | +73.5% | +22.6% |
| 3Y | +95.9% | -39.2% | +135.1% | +89.2% |
| All | +95.9% | -40.7% | +136.6% | +89.2% |
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