-8.9%
JD vs IONS
-61.6%
+52.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.6% | +2.3% | -1.0% |
| 7D | -4.0% | -29.6% | +25.6% | -1.5% |
| 30D | +2.7% | -35.6% | +38.2% | +6.0% |
| 3M | -13.0% | -51.7% | +38.7% | -8.1% |
| 6M | -12.7% | -64.0% | +51.3% | -7.2% |
| YTD | -0.8% | -65.5% | +64.7% | +5.4% |
| 1Y | -8.9% | -62.4% | +53.5% | -4.9% |
| All | -8.9% | -61.6% | +52.7% | -4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling