+390.5%
ONTO vs IONS
-27.0%
+417.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.6% | +9.5% | +10.6% |
| 7D | -14.0% | -9.4% | -4.6% | -11.3% |
| 30D | -43.1% | -10.7% | -32.3% | -41.0% |
| 3M | -35.5% | -27.7% | -7.9% | -29.2% |
| 6M | -41.1% | -48.7% | +7.6% | -30.5% |
| YTD | +9.8% | -50.2% | +59.9% | +30.4% |
| 1Y | +31.5% | -46.8% | +78.3% | +52.4% |
| 3Y | +45.2% | -14.8% | +60.0% | +33.7% |
| 5Y | +86.7% | +17.0% | +69.7% | +42.1% |
| All | +390.5% | -27.0% | +417.4% | +354.2% |
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