+13.1%
EEM vs IONS
-60.0%
+73.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -0.7% |
| 7D | +2.7% | -26.3% | +29.0% | +4.3% |
| 30D | -5.4% | -31.9% | +26.6% | -3.2% |
| 3M | -8.6% | -48.0% | +39.3% | -4.6% |
| 6M | -8.9% | -62.6% | +53.7% | -4.0% |
| YTD | +11.9% | -63.3% | +75.2% | +18.0% |
| 1Y | +13.1% | -58.4% | +71.5% | +18.5% |
| All | +13.1% | -60.0% | +73.0% | +18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling