-67.6%
ETSY vs IONS
-18.9%
-48.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.5% | +0.9% |
| 7D | -3.5% | -29.6% | +26.1% | +4.7% |
| 30D | +11.4% | -35.6% | +46.9% | +23.8% |
| 3M | +10.9% | -51.7% | +62.6% | +32.3% |
| 6M | +53.5% | -64.0% | +117.5% | +94.9% |
| YTD | +59.3% | -65.5% | +124.7% | +104.3% |
| 1Y | +38.2% | -62.4% | +100.6% | +72.7% |
| 3Y | +39.6% | -41.1% | +80.7% | +43.6% |
| 5Y | -67.6% | -16.5% | -51.1% | -73.9% |
| All | -67.6% | -18.9% | -48.7% | -73.9% |
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