+201.0%
ET vs IONS
+17.1%
+183.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.2% |
| 7D | -7.9% | -9.4% | +1.6% | -7.1% |
| 30D | -5.9% | -10.7% | +4.8% | -5.1% |
| 3M | -5.2% | -27.7% | +22.4% | -2.6% |
| 6M | +0.3% | -48.7% | +49.0% | +5.9% |
| YTD | +23.1% | -50.2% | +73.3% | +30.2% |
| 1Y | +22.7% | -46.8% | +69.5% | +28.9% |
| 3Y | +75.4% | -14.8% | +90.2% | +69.6% |
| All | +201.0% | +17.1% | +183.9% | +175.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling