+173.1%
COPX vs IONS
+39.5%
+133.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.4% | +6.5% | +4.4% |
| 7D | +5.8% | -5.3% | +11.1% | +6.4% |
| 30D | +7.2% | +0.3% | +6.9% | +7.1% |
| 3M | +16.5% | -22.9% | +39.4% | +18.7% |
| 6M | +18.4% | -23.4% | +41.9% | +20.8% |
| YTD | +31.9% | -28.3% | +60.2% | +35.8% |
| 1Y | +88.5% | -7.0% | +95.5% | +88.2% |
| 3Y | +173.1% | +37.6% | +135.5% | +155.1% |
| All | +173.1% | +39.5% | +133.5% | +155.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling