+3,982.2%
ETR vs IONS
+266.7%
+3,715.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +0.2% |
| 7D | +0.4% | -9.4% | +9.8% | +0.7% |
| 30D | +7.5% | -10.7% | +18.3% | +7.9% |
| 3M | +4.4% | -27.7% | +32.1% | +5.4% |
| 6M | -1.5% | -48.7% | +47.2% | +0.3% |
| YTD | +21.8% | -50.2% | +71.9% | +24.1% |
| 1Y | +18.4% | -46.8% | +65.2% | +20.4% |
| 3Y | +148.5% | -14.8% | +163.4% | +147.6% |
| 5Y | +152.6% | +17.0% | +135.6% | +147.9% |
| 10Y | +354.5% | +45.3% | +309.2% | +339.9% |
| All | +3,982.2% | +266.7% | +3,715.6% | +3,606.5% |
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