-42.1%
ETHA vs IONS
-46.2%
+4.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.6% | +0.4% | -2.7% |
| 7D | -10.3% | -29.6% | +19.3% | -5.8% |
| 30D | -19.7% | -35.6% | +15.9% | -14.6% |
| 3M | +7.2% | -51.7% | +58.9% | +18.2% |
| 6M | -11.9% | -64.0% | +52.0% | +0.7% |
| YTD | -32.3% | -65.5% | +33.2% | -22.3% |
| 1Y | -41.1% | -62.4% | +21.3% | -33.6% |
| All | -42.1% | -46.2% | +4.0% | -38.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling