+489.4%
NDAQ vs IONS
-36.2%
+525.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | -0.5% |
| 7D | +1.7% | -29.6% | +31.3% | +5.7% |
| 30D | +16.2% | -35.6% | +51.8% | +22.1% |
| 3M | +14.0% | -51.7% | +65.7% | +24.0% |
| 6M | +22.3% | -64.0% | +86.2% | +37.0% |
| YTD | +13.0% | -65.5% | +78.5% | +27.0% |
| 1Y | +24.0% | -62.4% | +86.4% | +37.6% |
| 3Y | +117.1% | -41.1% | +158.2% | +118.6% |
| 5Y | +67.5% | -16.5% | +84.0% | +55.0% |
| All | +489.4% | -36.2% | +525.6% | +457.1% |
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