+516.0%
ON vs IONS
-5.7%
+521.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -21.4% | +30.5% | +15.2% |
| 7D | -1.4% | -24.8% | +23.4% | +5.6% |
| 30D | -10.9% | -31.5% | +20.7% | -1.9% |
| 3M | -14.9% | -45.2% | +30.3% | -0.5% |
| 6M | -33.0% | -59.1% | +26.0% | -16.6% |
| YTD | +27.6% | -60.8% | +88.4% | +60.7% |
| 1Y | +44.5% | -57.9% | +102.3% | +77.4% |
| 3Y | +7.4% | -34.5% | +41.9% | +8.1% |
| 5Y | +18.7% | -8.8% | +27.6% | +2.4% |
| 10Y | +516.0% | -19.2% | +535.2% | +439.6% |
| All | +516.0% | -5.7% | +521.6% | +439.6% |
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