+372.3%
EAT vs IONS
+17.1%
+355.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.6% | -4.5% | -3.2% |
| 7D | -2.6% | -9.4% | +6.8% | -0.5% |
| 30D | +11.5% | -10.7% | +22.2% | +14.2% |
| 3M | -9.1% | -27.7% | +18.5% | -2.7% |
| 6M | +40.4% | -48.7% | +89.1% | +59.4% |
| YTD | +43.9% | -50.2% | +94.1% | +64.2% |
| 1Y | +101.9% | -46.8% | +148.7% | +126.5% |
| 3Y | +489.9% | -14.8% | +504.7% | +456.1% |
| All | +372.3% | +17.1% | +355.2% | +271.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling