+33.6%
EQT vs IONS
+31.9%
+1.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.0% | -1.4% |
| 7D | -2.0% | -6.7% | +4.7% | -1.4% |
| 30D | 0.0% | -4.1% | +4.1% | +0.3% |
| 3M | +5.9% | -26.6% | +32.5% | +8.5% |
| 6M | -14.8% | -27.5% | +12.7% | -12.7% |
| YTD | +1.8% | -31.5% | +33.2% | +4.7% |
| 1Y | +7.4% | -15.3% | +22.7% | +8.1% |
| 3Y | +33.6% | +31.3% | +2.3% | +20.0% |
| All | +33.6% | +31.9% | +1.8% | +20.0% |
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