+81.2%
EQX vs IONS
+53.9%
+27.3%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -4.9% |
| 7D | -7.0% | -4.3% | -2.7% | -6.3% |
| 30D | +4.8% | +0.4% | +4.4% | +4.8% |
| 3M | +25.6% | -24.1% | +49.7% | +30.1% |
| 6M | -25.8% | -26.4% | +0.6% | -22.7% |
| YTD | -12.7% | -29.7% | +16.9% | -8.2% |
| 1Y | +14.1% | -13.0% | +27.1% | +15.7% |
| 3Y | +165.7% | +35.0% | +130.7% | +139.4% |
| 5Y | +81.2% | +54.2% | +27.0% | +61.4% |
| All | +81.2% | +53.9% | +27.3% | +61.4% |
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