+481.0%
JPM vs IONS
-29.6%
+510.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | -2.5% | -29.4% | +27.0% | +1.5% |
| 30D | +2.7% | -35.1% | +37.8% | +8.0% |
| 3M | -4.7% | -48.9% | +44.2% | +3.2% |
| 6M | +15.6% | -62.4% | +78.0% | +29.4% |
| YTD | +8.6% | -64.2% | +72.8% | +22.3% |
| 1Y | +10.9% | -60.9% | +71.8% | +23.2% |
| 3Y | +149.9% | -38.9% | +188.8% | +152.9% |
| 5Y | +131.9% | -15.6% | +147.5% | +116.9% |
| 10Y | +481.0% | -33.5% | +514.5% | +441.2% |
| All | +481.0% | -29.6% | +510.6% | +441.2% |
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 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