-24.8%
ETHA vs IONS
-44.5%
+19.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.7% | +6.4% | +5.7% |
| 7D | +2.1% | -10.6% | +12.7% | +2.5% |
| 30D | -10.7% | -7.7% | -3.0% | -10.4% |
| 3M | +29.0% | -27.1% | +56.0% | +29.8% |
| 6M | +2.7% | -46.8% | +49.5% | +4.4% |
| YTD | -18.7% | -49.2% | +30.6% | -18.2% |
| 1Y | -24.8% | -44.9% | +20.1% | -27.0% |
| All | -24.8% | -44.5% | +19.7% | -27.0% |
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