+157.4%
ETR vs IONS
+13.0%
+144.4%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +0.2% |
| 7D | +0.4% | -9.4% | +9.8% | +0.8% |
| 30D | +7.5% | -10.7% | +18.3% | +8.0% |
| 3M | +4.4% | -27.7% | +32.1% | +5.7% |
| 6M | -1.5% | -48.7% | +47.2% | +0.7% |
| YTD | +21.8% | -50.2% | +71.9% | +24.7% |
| 1Y | +18.4% | -46.8% | +65.2% | +20.8% |
| 3Y | +148.5% | -14.8% | +163.4% | +145.8% |
| All | +157.4% | +13.0% | +144.4% | +159.3% |
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 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