+800.7%
MSCI vs IONS
-27.6%
+828.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.1% | +10.7% | +3.1% |
| 7D | +2.7% | -30.3% | +32.9% | +8.3% |
| 30D | +16.2% | -37.7% | +54.0% | +24.9% |
| 3M | +17.1% | -50.5% | +67.6% | +30.4% |
| 6M | +13.0% | -62.8% | +75.8% | +31.0% |
| YTD | +15.8% | -64.4% | +80.1% | +34.8% |
| 1Y | +15.5% | -59.5% | +74.9% | +31.0% |
| 3Y | +32.3% | -39.2% | +71.5% | +33.4% |
| 5Y | +8.2% | -15.3% | +23.5% | -1.6% |
| 10Y | +800.7% | -31.2% | +831.9% | +760.4% |
| All | +800.7% | -27.6% | +828.3% | +760.4% |
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