+12.8%
EIX vs IONS
-36.9%
+49.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.4% | -6.1% | 0.0% |
| 7D | +1.4% | -26.3% | +27.6% | +2.8% |
| 30D | +8.5% | -31.9% | +40.5% | +10.6% |
| 3M | -13.5% | -48.0% | +34.5% | -10.5% |
| 6M | -12.4% | -62.6% | +50.2% | -7.9% |
| YTD | +5.9% | -63.3% | +69.2% | +11.3% |
| 1Y | +7.6% | -58.4% | +66.0% | +12.2% |
| 3Y | +12.8% | -38.2% | +51.0% | +11.7% |
| All | +12.8% | -36.9% | +49.6% | +11.7% |
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