+25.0%
ET vs IONS
-59.1%
+84.1%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | +1.8% | -29.4% | +31.2% | +1.8% |
| 30D | -3.0% | -35.1% | +32.2% | -2.9% |
| 3M | -4.7% | -48.9% | +44.2% | -4.0% |
| 6M | +2.7% | -62.4% | +65.1% | +4.3% |
| YTD | +26.5% | -64.2% | +90.7% | +29.2% |
| 1Y | +25.0% | -60.9% | +85.8% | +26.8% |
| All | +25.0% | -59.1% | +84.1% | +26.8% |
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