+161.3%
ET vs IONS
-29.6%
+191.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | +1.8% | -29.4% | +31.2% | +6.0% |
| 30D | -3.0% | -35.1% | +32.2% | +2.2% |
| 3M | -4.7% | -48.9% | +44.2% | +3.4% |
| 6M | +2.7% | -62.4% | +65.1% | +15.4% |
| YTD | +26.5% | -64.2% | +90.7% | +42.9% |
| 1Y | +25.0% | -60.9% | +85.8% | +39.1% |
| 3Y | +85.4% | -38.9% | +124.3% | +86.8% |
| 5Y | +215.5% | -15.6% | +231.1% | +192.0% |
| 10Y | +161.3% | -33.5% | +194.8% | +153.1% |
| All | +161.3% | -29.6% | +191.0% | +153.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling