+3,310.4%
V vs IONS
+179.4%
+3,131.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.2% |
| 7D | +2.2% | -9.4% | +11.6% | +3.6% |
| 30D | +13.6% | -10.7% | +24.3% | +15.3% |
| 3M | +14.3% | -27.7% | +42.0% | +19.3% |
| 6M | +33.1% | -48.7% | +81.8% | +44.9% |
| YTD | +21.2% | -50.2% | +71.4% | +32.4% |
| 1Y | +26.4% | -46.8% | +73.2% | +36.6% |
| 3Y | +77.6% | -14.8% | +92.4% | +73.4% |
| 5Y | +102.6% | +17.0% | +85.6% | +84.1% |
| 10Y | +464.4% | +45.3% | +419.1% | +370.0% |
| All | +3,310.4% | +179.4% | +3,131.0% | +1,791.3% |
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