+373.4%
ETR vs IONS
-27.6%
+401.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.1% | +9.0% | +0.6% |
| 7D | +2.6% | -30.3% | +32.8% | +5.2% |
| 30D | +8.7% | -37.7% | +46.4% | +12.4% |
| 3M | +6.4% | -50.5% | +56.9% | +11.9% |
| 6M | +0.7% | -62.8% | +63.5% | +7.9% |
| YTD | +23.0% | -64.4% | +87.4% | +32.2% |
| 1Y | +17.9% | -59.5% | +77.4% | +25.2% |
| 3Y | +154.9% | -39.2% | +194.1% | +157.1% |
| 5Y | +157.3% | -15.3% | +172.6% | +146.7% |
| 10Y | +373.4% | -31.2% | +404.5% | +360.3% |
| All | +373.4% | -27.6% | +401.0% | +360.3% |
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