+98.8%
JCI vs IONS
+17.1%
+81.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.5% |
| 7D | -9.4% | -9.4% | 0.0% | -8.4% |
| 30D | -13.4% | -10.7% | -2.7% | -12.3% |
| 3M | -12.4% | -27.7% | +15.3% | -9.4% |
| 6M | -5.1% | -48.7% | +43.6% | +1.3% |
| YTD | +13.7% | -50.2% | +63.9% | +21.8% |
| 1Y | +11.4% | -46.8% | +58.2% | +18.1% |
| 3Y | +175.9% | -14.8% | +190.7% | +164.9% |
| All | +98.8% | +17.1% | +81.7% | +83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling