+27.4%
M vs IONS
+47.7%
-20.3%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +4.7% | -4.8% | +9.6% | +5.9% |
| 30D | -9.6% | +7.2% | -16.8% | -11.2% |
| 3M | +0.9% | -22.7% | +23.5% | +5.3% |
| 6M | +22.3% | -26.9% | +49.2% | +29.3% |
| YTD | +6.5% | -26.6% | +33.1% | +12.3% |
| 1Y | +38.8% | -2.1% | +40.9% | +36.3% |
| 3Y | +115.9% | +43.4% | +72.5% | +83.4% |
| All | +27.4% | +47.7% | -20.3% | -9.7% |
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