+51.5%
EOSE vs IONS
+36.3%
+15.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.2% |
| 7D | +15.0% | -8.7% | +23.6% | +17.6% |
| 30D | +2.5% | -1.6% | +4.1% | +2.8% |
| 3M | -33.7% | -24.9% | -8.8% | -30.3% |
| 6M | -32.7% | -25.7% | -7.1% | -29.1% |
| YTD | -63.8% | -29.2% | -34.6% | -61.3% |
| 1Y | -40.5% | -13.0% | -27.5% | -39.6% |
| All | +51.5% | +36.3% | +15.2% | +44.7% |
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