-7.8%
ONON vs IONS
+39.5%
-47.4%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -2.3% |
| 7D | -1.7% | -5.3% | +3.6% | -1.1% |
| 30D | -27.4% | +0.3% | -27.6% | -27.4% |
| 3M | -26.5% | -22.9% | -3.6% | -25.1% |
| 6M | -34.2% | -23.4% | -10.8% | -32.9% |
| YTD | -41.3% | -28.3% | -13.0% | -39.7% |
| 1Y | -39.7% | -7.0% | -32.6% | -40.1% |
| 3Y | -7.8% | +37.6% | -45.5% | -14.6% |
| All | -7.8% | +39.5% | -47.4% | -14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling