+456.0%
M vs IONS
+138.8%
+317.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.4% | -2.5% | -5.5% |
| 7D | -2.1% | -12.6% | +10.4% | -0.6% |
| 30D | +7.7% | -11.8% | +19.5% | +9.2% |
| 3M | -4.4% | -28.4% | +24.0% | -0.9% |
| 6M | +27.5% | -48.4% | +75.9% | +36.5% |
| YTD | +12.8% | -51.0% | +63.7% | +21.2% |
| 1Y | +20.7% | -48.0% | +68.8% | +28.9% |
| 3Y | +111.3% | -17.8% | +129.1% | +110.8% |
| 5Y | -6.3% | +15.2% | -21.5% | -10.7% |
| 10Y | +1.5% | +43.0% | -41.5% | -8.3% |
| All | +456.0% | +138.8% | +317.2% | +255.0% |
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