+39,534.8%
LOW vs IONS
+163.5%
+39,371.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | +1.0% | -29.4% | +30.4% | +4.0% |
| 30D | +25.6% | -35.1% | +60.7% | +30.3% |
| 3M | +5.3% | -48.9% | +54.2% | +11.6% |
| 6M | +3.7% | -62.4% | +66.2% | +12.7% |
| YTD | -1.9% | -64.2% | +62.3% | +7.0% |
| 1Y | +0.6% | -60.9% | +61.5% | +8.6% |
| 3Y | +26.4% | -38.9% | +65.3% | +28.6% |
| 5Y | +10.1% | -15.6% | +25.7% | +7.2% |
| 10Y | +301.3% | -33.5% | +334.7% | +287.3% |
| All | +39,534.8% | +163.5% | +39,371.3% | +28,207.5% |
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