+0.5%
M vs IONS
-5.7%
+6.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -21.4% | +29.5% | +12.7% |
| 7D | +2.5% | -24.8% | +27.4% | +8.1% |
| 30D | +10.1% | -31.5% | +41.6% | +18.3% |
| 3M | -0.9% | -45.2% | +44.3% | +11.7% |
| 6M | +30.2% | -59.1% | +89.2% | +55.0% |
| YTD | +16.3% | -60.8% | +77.1% | +39.5% |
| 1Y | +27.0% | -57.9% | +84.8% | +49.5% |
| 3Y | +154.5% | -34.5% | +189.0% | +159.2% |
| 5Y | -1.1% | -8.8% | +7.8% | -9.5% |
| 10Y | +0.5% | -19.2% | +19.7% | -7.1% |
| All | +0.5% | -5.7% | +6.2% | -7.1% |
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