+561.8%
ON vs IONS
+88.4%
+473.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.4% | -2.1% | -3.8% |
| 7D | -2.2% | -5.3% | +3.1% | -0.7% |
| 30D | -12.4% | +0.3% | -12.7% | -12.7% |
| 3M | -41.2% | -22.9% | -18.3% | -38.3% |
| 6M | +25.0% | -23.4% | +48.4% | +31.4% |
| YTD | +31.3% | -28.3% | +59.6% | +40.6% |
| 1Y | +45.4% | -7.0% | +52.5% | +43.5% |
| 3Y | -27.4% | +37.6% | -65.0% | -40.3% |
| 5Y | +58.5% | +53.4% | +5.1% | +21.4% |
| 10Y | +561.8% | +83.9% | +477.9% | +419.5% |
| All | +561.8% | +88.4% | +473.4% | +419.5% |
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