+195.6%
EQT vs IONS
+54.3%
+141.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | -1.2% | -4.3% | +3.1% | -0.7% |
| 30D | +1.1% | +0.4% | +0.7% | +1.0% |
| 3M | +4.8% | -24.1% | +28.9% | +7.6% |
| 6M | -10.6% | -26.4% | +15.9% | -8.0% |
| YTD | +3.4% | -29.7% | +33.1% | +6.9% |
| 1Y | +8.7% | -13.0% | +21.7% | +9.3% |
| 3Y | +35.0% | +35.0% | -0.1% | +24.1% |
| All | +195.6% | +54.3% | +141.3% | +152.8% |
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