+167.1%
P vs IONS
-17.7%
+184.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -3.4% | -13.0% | -16.0% |
| 7D | -31.9% | -12.6% | -19.3% | -30.8% |
| 30D | -36.5% | -11.8% | -24.7% | -35.6% |
| 3M | +11.6% | -28.4% | +40.0% | +15.0% |
| 6M | +25.2% | -48.4% | +73.6% | +31.9% |
| YTD | +39.4% | -51.0% | +90.4% | +47.7% |
| 1Y | -3.7% | -48.0% | +44.4% | +1.0% |
| All | +167.1% | -17.7% | +184.8% | +129.2% |
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 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