-28.5%
EME vs IONS
-61.6%
+33.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.4% | -6.9% | 0.0% |
| 7D | +8.4% | -26.3% | +34.6% | +5.7% |
| 30D | -11.5% | -31.9% | +20.5% | -13.8% |
| 3M | -20.6% | -48.0% | +27.4% | -23.5% |
| 6M | -28.5% | -62.6% | +34.1% | -34.4% |
| All | -28.5% | -61.6% | +33.1% | -34.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling