+33,713.8%
JBL vs IONS
+351.0%
+33,362.7%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.1% | +8.0% | +0.6% |
| 7D | -8.1% | -30.3% | +22.2% | -2.5% |
| 30D | -18.4% | -37.7% | +19.3% | -11.7% |
| 3M | -25.8% | -50.5% | +24.7% | -16.4% |
| 6M | -29.6% | -62.8% | +33.1% | -17.5% |
| YTD | +9.6% | -64.4% | +74.0% | +29.4% |
| 1Y | +14.1% | -59.5% | +73.5% | +31.2% |
| 3Y | +95.9% | -39.2% | +135.1% | +101.8% |
| 5Y | +298.3% | -15.3% | +313.7% | +274.5% |
| 10Y | +1,150.1% | -31.2% | +1,181.2% | +1,041.8% |
| All | +33,713.8% | +351.0% | +33,362.7% | +11,197.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling