+341.0%
JCI vs IONS
+84.6%
+256.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.8% |
| 7D | +4.1% | -8.7% | +12.7% | +5.3% |
| 30D | -3.8% | -1.6% | -2.2% | -3.7% |
| 3M | -1.6% | -24.9% | +23.2% | +1.3% |
| 6M | +9.5% | -25.7% | +35.2% | +12.8% |
| YTD | +21.7% | -29.2% | +50.9% | +26.2% |
| 1Y | +37.1% | -13.0% | +50.2% | +37.8% |
| 3Y | +165.2% | +35.9% | +129.2% | +141.8% |
| 5Y | +110.3% | +54.5% | +55.8% | +83.9% |
| 10Y | +341.0% | +93.1% | +247.9% | +278.9% |
| All | +341.0% | +84.6% | +256.4% | +278.9% |
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