+2,926.4%
V vs IONS
+311.7%
+2,614.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -1.7% | -4.8% | +3.1% | -1.0% |
| 30D | +2.0% | +7.2% | -5.2% | +0.8% |
| 3M | +17.4% | -22.7% | +40.0% | +20.8% |
| 6M | +17.5% | -26.9% | +44.4% | +21.8% |
| YTD | +7.6% | -26.6% | +34.2% | +11.4% |
| 1Y | +7.7% | -2.1% | +9.8% | +6.6% |
| 3Y | +54.7% | +43.4% | +11.2% | +39.6% |
| 5Y | +73.0% | +47.0% | +26.1% | +52.3% |
| 10Y | +390.9% | +97.2% | +293.7% | +291.0% |
| All | +2,926.4% | +311.7% | +2,614.7% | +1,491.1% |
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