+376.8%
V vs IONS
+88.4%
+288.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.4% |
| 7D | -1.1% | -5.3% | +4.2% | -0.3% |
| 30D | +1.9% | +0.3% | +1.6% | +1.8% |
| 3M | +15.5% | -22.9% | +38.4% | +19.0% |
| 6M | +16.6% | -23.4% | +40.0% | +20.2% |
| YTD | +5.7% | -28.3% | +34.1% | +9.9% |
| 1Y | +8.6% | -7.0% | +15.6% | +8.1% |
| 3Y | +52.5% | +37.6% | +14.9% | +37.2% |
| 5Y | +67.1% | +53.4% | +13.7% | +43.6% |
| 10Y | +376.8% | +83.9% | +292.9% | +304.2% |
| All | +376.8% | +88.4% | +288.4% | +304.2% |
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 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