+23.1%
Q vs IONS
-45.3%
+68.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +6.1% |
| 7D | +0.3% | -9.4% | +9.7% | +1.7% |
| 30D | -9.8% | -10.7% | +0.9% | -8.3% |
| 3M | -12.2% | -27.7% | +15.4% | -9.1% |
| 6M | -21.6% | -48.7% | +27.1% | -17.8% |
| YTD | +43.6% | -50.2% | +93.7% | +51.0% |
| 1Y | +25.7% | -46.8% | +72.5% | +32.6% |
| All | +23.1% | -45.3% | +68.4% | +30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling