+614.7%
EAT vs IONS
+39.5%
+575.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -3.1% |
| 7D | -4.9% | -5.3% | +0.4% | -4.3% |
| 30D | -1.2% | +0.3% | -1.5% | -1.2% |
| 3M | +52.2% | -22.9% | +75.1% | +55.4% |
| 6M | +65.0% | -23.4% | +88.4% | +68.5% |
| YTD | +55.0% | -28.3% | +83.3% | +59.6% |
| 1Y | +42.1% | -7.0% | +49.1% | +40.9% |
| 3Y | +614.7% | +37.6% | +577.1% | +551.7% |
| All | +614.7% | +39.5% | +575.2% | +551.7% |
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