+706.7%
ETN vs IONS
+87.6%
+619.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.6% | +6.6% | +4.4% |
| 7D | +3.5% | -6.7% | +10.2% | +4.6% |
| 30D | -7.5% | -4.1% | -3.4% | -7.1% |
| 3M | +8.3% | -26.6% | +34.9% | +12.3% |
| 6M | +20.2% | -27.5% | +47.7% | +24.7% |
| YTD | +34.7% | -31.5% | +66.1% | +40.9% |
| 1Y | +19.4% | -15.3% | +34.8% | +20.6% |
| 3Y | +85.5% | +31.3% | +54.2% | +67.9% |
| 5Y | +186.6% | +50.2% | +136.4% | +145.3% |
| All | +706.7% | +87.6% | +619.0% | +550.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling