+6,375.6%
EAT vs IONS
+440.4%
+5,935.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | 0.0% | -4.8% | +4.9% | +0.5% |
| 30D | +1.9% | +7.2% | -5.3% | +1.1% |
| 3M | +68.7% | -22.7% | +91.3% | +72.1% |
| 6M | +66.9% | -26.9% | +93.8% | +71.2% |
| YTD | +60.4% | -26.6% | +87.0% | +64.4% |
| 1Y | +44.0% | -2.1% | +46.1% | +43.0% |
| 3Y | +604.7% | +43.4% | +561.3% | +561.1% |
| 5Y | +347.0% | +47.0% | +300.0% | +315.3% |
| 10Y | +390.8% | +97.2% | +293.6% | +334.5% |
| All | +6,375.6% | +440.4% | +5,935.3% | +3,991.3% |
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