+3,152.5%
EQT vs IONS
+421.1%
+2,731.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.8% |
| 7D | -2.0% | -8.7% | +6.6% | -1.4% |
| 30D | +1.0% | -1.6% | +2.6% | +1.1% |
| 3M | +4.0% | -24.9% | +28.9% | +5.9% |
| 6M | -11.7% | -25.7% | +14.0% | -10.1% |
| YTD | +2.8% | -29.2% | +32.0% | +5.0% |
| 1Y | +10.0% | -13.0% | +23.0% | +10.5% |
| 3Y | +34.1% | +35.9% | -1.8% | +28.6% |
| 5Y | +195.3% | +54.5% | +140.8% | +177.7% |
| 10Y | +51.6% | +93.1% | -41.5% | +36.7% |
| All | +3,152.5% | +421.1% | +2,731.4% | +2,338.3% |
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