-87.4%
EOSE vs IONS
-60.0%
-27.5%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.4% | -0.9% | +4.2% |
| 7D | +9.8% | -26.3% | +36.1% | +14.6% |
| 30D | -2.1% | -31.9% | +29.9% | +5.1% |
| 3M | -54.1% | -48.0% | -6.1% | -47.1% |
| 6M | -76.9% | -62.6% | -14.4% | -72.8% |
| YTD | -83.3% | -63.3% | -20.1% | -80.2% |
| 1Y | -87.4% | -58.4% | -29.0% | -85.2% |
| All | -87.4% | -60.0% | -27.5% | -85.2% |
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