-10.3%
M vs IONS
+17.1%
-27.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.6% | -6.2% | -5.0% |
| 7D | -4.3% | -9.4% | +5.1% | -1.9% |
| 30D | +1.3% | -10.7% | +12.0% | +4.0% |
| 3M | -7.4% | -27.7% | +20.3% | -0.1% |
| 6M | +18.3% | -48.7% | +67.0% | +37.3% |
| YTD | +7.6% | -50.2% | +57.7% | +25.4% |
| 1Y | +17.4% | -46.8% | +64.2% | +34.1% |
| 3Y | +108.4% | -14.8% | +123.2% | +98.7% |
| All | -10.3% | +17.1% | -27.4% | -28.7% |
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