+217.4%
EQH vs IONS
+30.9%
+186.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.4% |
| 7D | +1.1% | -8.7% | +9.8% | +3.1% |
| 30D | -1.1% | -1.6% | +0.5% | -0.9% |
| 3M | +25.0% | -24.9% | +49.9% | +31.3% |
| 6M | +33.9% | -25.7% | +59.5% | +40.8% |
| YTD | +11.6% | -29.2% | +40.8% | +18.4% |
| 1Y | +1.5% | -13.0% | +14.5% | +2.0% |
| 3Y | +96.7% | +35.9% | +60.8% | +66.3% |
| 5Y | +93.9% | +54.5% | +39.4% | +50.0% |
| All | +217.4% | +30.9% | +186.5% | +153.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling