+321.5%
EAT vs IONS
-27.6%
+349.1%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.1% | +4.9% | -2.0% |
| 7D | -5.9% | -30.3% | +24.3% | +1.4% |
| 30D | +0.7% | -37.7% | +38.4% | +11.3% |
| 3M | -14.2% | -50.5% | +36.3% | -0.3% |
| 6M | +40.7% | -62.8% | +103.5% | +71.7% |
| YTD | +36.0% | -64.4% | +100.3% | +67.4% |
| 1Y | +83.1% | -59.5% | +142.5% | +118.3% |
| 3Y | +474.8% | -39.2% | +514.0% | +490.5% |
| 5Y | +347.6% | -15.3% | +362.9% | +309.5% |
| 10Y | +321.5% | -31.2% | +352.7% | +314.0% |
| All | +321.5% | -27.6% | +349.1% | +314.0% |
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