+99.9%
EQH vs IONS
+35.4%
+64.5%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.6% | +1.1% |
| 7D | -1.8% | -4.3% | +2.5% | -1.3% |
| 30D | +2.4% | +0.4% | +2.0% | +2.3% |
| 3M | +26.3% | -24.1% | +50.4% | +29.0% |
| 6M | +35.8% | -26.4% | +62.3% | +39.2% |
| YTD | +12.7% | -29.7% | +42.3% | +16.1% |
| 1Y | +2.5% | -13.0% | +15.5% | +2.4% |
| All | +99.9% | +35.4% | +64.5% | +79.5% |
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