+24.9%
ET vs IONS
-59.8%
+84.7%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -9.1% | +10.8% | +1.7% |
| 7D | -1.9% | -30.3% | +28.4% | -1.9% |
| 30D | -3.1% | -37.7% | +34.7% | -3.0% |
| 3M | -3.9% | -50.5% | +46.6% | -3.2% |
| 6M | +4.0% | -62.8% | +66.8% | +5.7% |
| YTD | +26.4% | -64.4% | +90.8% | +29.0% |
| 1Y | +24.9% | -59.5% | +84.4% | +26.6% |
| All | +24.9% | -59.8% | +84.7% | +26.6% |
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