+1,449.6%
NET vs IONS
-12.4%
+1,462.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | -7.0% | -4.8% | -2.1% | -5.5% |
| 30D | -4.8% | +7.2% | -12.0% | -7.7% |
| 3M | +3.8% | -22.7% | +26.5% | +11.2% |
| 6M | +50.0% | -26.9% | +76.9% | +63.4% |
| YTD | +41.5% | -26.6% | +68.0% | +53.2% |
| 1Y | +32.8% | -2.1% | +35.0% | +26.7% |
| 3Y | +335.9% | +43.4% | +292.4% | +215.1% |
| 5Y | +113.8% | +47.0% | +66.8% | +50.9% |
| All | +1,449.6% | -12.4% | +1,462.0% | +1,111.2% |
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