+26.4%
ET vs IONS
-44.5%
+70.9%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.5% |
| 7D | -6.0% | -10.6% | +4.5% | -6.0% |
| 30D | -6.1% | -7.7% | +1.6% | -6.1% |
| 3M | -2.7% | -27.1% | +24.4% | -2.1% |
| 6M | +0.2% | -46.8% | +47.0% | +1.8% |
| YTD | +24.3% | -49.2% | +73.6% | +26.9% |
| 1Y | +26.4% | -44.9% | +71.3% | +29.2% |
| All | +26.4% | -44.5% | +70.9% | +29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling