+35.7%
ET vs IONS
-8.4%
+44.1%
-8.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +0.8% |
| 7D | +0.6% | -8.7% | +9.3% | +0.9% |
| 30D | +5.3% | -1.6% | +6.9% | +5.3% |
| 3M | +15.6% | -24.9% | +40.5% | +16.6% |
| 6M | +20.6% | -25.7% | +46.3% | +21.6% |
| YTD | +38.5% | -29.2% | +67.7% | +40.2% |
| 1Y | +35.7% | -13.0% | +48.7% | +36.4% |
| All | +35.7% | -8.4% | +44.1% | +36.4% |
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 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