-68.6%
EOSE vs IONS
+52.5%
-121.1%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.0% |
| 7D | +15.0% | -8.7% | +23.6% | +19.1% |
| 30D | +2.5% | -1.6% | +4.1% | +3.0% |
| 3M | -33.7% | -24.9% | -8.8% | -27.9% |
| 6M | -32.7% | -25.7% | -7.1% | -26.5% |
| YTD | -63.8% | -29.2% | -34.6% | -59.6% |
| 1Y | -40.5% | -13.0% | -27.5% | -39.5% |
| 3Y | +50.4% | +35.9% | +14.4% | +12.2% |
| 5Y | -68.6% | +54.5% | -123.1% | -78.2% |
| All | -68.6% | +52.5% | -121.1% | -78.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling