+122.5%
ETR vs IONS
+55.3%
+67.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +1.4% | -4.8% | +6.3% | +1.6% |
| 30D | +1.0% | +7.2% | -6.2% | +0.7% |
| 3M | -1.3% | -22.7% | +21.4% | -0.6% |
| 6M | +1.9% | -26.9% | +28.8% | +2.7% |
| YTD | +18.2% | -26.6% | +44.7% | +19.1% |
| 1Y | +24.7% | -2.1% | +26.8% | +24.3% |
| 3Y | +150.7% | +43.4% | +107.2% | +143.6% |
| All | +122.5% | +55.3% | +67.3% | +114.4% |
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 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