+462.0%
NDAQ vs IONS
+19.9%
+442.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.1% |
| 7D | +0.8% | -9.4% | +10.3% | +2.1% |
| 30D | +16.5% | -10.7% | +27.3% | +18.1% |
| 3M | +13.5% | -27.7% | +41.2% | +17.8% |
| 6M | +20.9% | -48.7% | +69.6% | +30.1% |
| YTD | +11.4% | -50.2% | +61.6% | +20.0% |
| 1Y | +25.9% | -46.8% | +72.7% | +34.3% |
| 3Y | +119.9% | -14.8% | +134.7% | +112.7% |
| 5Y | +61.7% | +17.0% | +44.7% | +44.8% |
| All | +462.0% | +19.9% | +442.1% | +419.1% |
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