+26.4%
P vs IONS
-2.1%
+28.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | +6.5% | -4.8% | +11.4% | +6.2% |
| 30D | +18.8% | +7.2% | +11.6% | +19.2% |
| 3M | +26.7% | -22.7% | +49.4% | +23.3% |
| 6M | +62.2% | -26.9% | +89.1% | +58.2% |
| YTD | +48.5% | -26.6% | +75.1% | +44.7% |
| 1Y | +26.4% | -2.1% | +28.5% | +28.8% |
| All | +26.4% | -2.1% | +28.5% | +28.8% |
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