+425.3%
M vs IONS
+257.5%
+167.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +4.7% | -4.8% | +9.6% | +5.3% |
| 30D | -9.6% | +7.2% | -16.8% | -10.4% |
| 3M | +0.9% | -22.7% | +23.5% | +3.2% |
| 6M | +22.3% | -26.9% | +49.2% | +25.9% |
| YTD | +6.5% | -26.6% | +33.1% | +9.5% |
| 1Y | +38.8% | -2.1% | +40.9% | +38.0% |
| 3Y | +115.9% | +43.4% | +72.5% | +102.1% |
| 5Y | +28.6% | +47.0% | -18.4% | +18.8% |
| 10Y | -2.5% | +97.2% | -99.7% | -15.2% |
| All | +425.3% | +257.5% | +167.8% | +220.9% |
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