+385.2%
NDAQ vs IONS
+93.0%
+292.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.8% |
| 7D | -2.4% | -4.8% | +2.4% | -1.9% |
| 30D | +2.5% | +7.2% | -4.7% | +1.4% |
| 3M | +9.9% | -22.7% | +32.6% | +12.5% |
| 6M | +9.4% | -26.9% | +36.3% | +12.7% |
| YTD | +0.4% | -26.6% | +27.0% | +3.2% |
| 1Y | +4.0% | -2.1% | +6.2% | +2.5% |
| 3Y | +94.4% | +43.4% | +51.0% | +75.7% |
| 5Y | +56.7% | +47.0% | +9.7% | +37.8% |
| All | +385.2% | +93.0% | +292.2% | +311.0% |
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 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