+652.6%
P vs IONS
-27.6%
+680.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.1% | +8.2% | +1.1% |
| 7D | -13.3% | -30.3% | +16.9% | -7.1% |
| 30D | -34.0% | -37.7% | +3.8% | -27.4% |
| 3M | +4.1% | -50.5% | +54.6% | +19.8% |
| 6M | +30.5% | -62.8% | +93.2% | +57.6% |
| YTD | +52.2% | -64.4% | +116.6% | +85.0% |
| 1Y | +10.3% | -59.5% | +69.7% | +29.6% |
| 3Y | +180.9% | -39.2% | +220.1% | +183.1% |
| 5Y | +259.7% | -15.3% | +275.1% | +218.7% |
| 10Y | +652.6% | -31.2% | +683.8% | +561.0% |
| All | +652.6% | -27.6% | +680.2% | +561.0% |
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