-14.2%
SLB vs IONS
-29.6%
+15.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +2.1% |
| 7D | -1.2% | -29.4% | +28.3% | +3.4% |
| 30D | +4.5% | -35.1% | +39.6% | +10.6% |
| 3M | -4.6% | -48.9% | +44.3% | +4.4% |
| 6M | -6.3% | -62.4% | +56.2% | +6.5% |
| YTD | +35.0% | -64.2% | +99.1% | +54.2% |
| 1Y | +38.8% | -60.9% | +99.7% | +56.3% |
| 3Y | +3.3% | -38.9% | +42.2% | +4.5% |
| 5Y | +73.6% | -15.6% | +89.2% | +59.4% |
| 10Y | -14.2% | -33.5% | +19.2% | -13.9% |
| All | -14.2% | -29.6% | +15.4% | -13.9% |
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