+196.7%
ETSY vs IONS
-55.3%
+252.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.4% | -5.6% | -0.8% |
| 7D | -1.0% | -26.3% | +25.2% | +5.9% |
| 30D | +7.3% | -31.9% | +39.3% | +17.2% |
| 3M | +10.3% | -48.0% | +58.3% | +28.2% |
| 6M | +55.1% | -62.6% | +117.6% | +92.8% |
| YTD | +60.5% | -63.3% | +123.8% | +100.3% |
| 1Y | +52.2% | -58.4% | +110.6% | +83.5% |
| 3Y | +40.8% | -38.2% | +79.0% | +46.0% |
| 5Y | -67.3% | -11.1% | -56.2% | -69.9% |
| 10Y | +659.4% | -31.7% | +691.1% | +612.3% |
| All | +196.7% | -55.3% | +252.0% | +164.7% |
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