+8.9%
O vs IONS
-7.3%
+16.2%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.3% |
| 7D | -0.6% | -5.3% | +4.7% | -0.3% |
| 30D | -2.0% | +0.3% | -2.2% | -2.0% |
| 3M | +3.0% | -22.9% | +25.9% | +3.9% |
| 6M | -3.6% | -23.4% | +19.8% | -2.8% |
| YTD | +12.1% | -28.3% | +40.4% | +13.5% |
| 1Y | +8.9% | -7.0% | +15.9% | +7.0% |
| All | +8.9% | -7.3% | +16.2% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling