-45.3%
EOSE vs IONS
-14.8%
-30.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.3% |
| 7D | +1.8% | -6.7% | +8.5% | +3.6% |
| 30D | -6.8% | -4.1% | -2.7% | -5.6% |
| 3M | -36.3% | -26.6% | -9.7% | -35.4% |
| 6M | -38.8% | -27.5% | -11.2% | -37.4% |
| YTD | -65.5% | -31.5% | -34.1% | -63.7% |
| 1Y | -45.3% | -15.3% | -29.9% | -33.8% |
| All | -45.3% | -14.8% | -30.5% | -33.8% |
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