+18.2%
EVRG vs IONS
-8.4%
+26.6%
-7.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.2% |
| 7D | +0.6% | -8.7% | +9.2% | +0.9% |
| 30D | -0.2% | -1.6% | +1.4% | -0.2% |
| 3M | -0.5% | -24.9% | +24.4% | +0.4% |
| 6M | +0.2% | -25.7% | +25.8% | +1.1% |
| YTD | +14.9% | -29.2% | +44.1% | +15.7% |
| 1Y | +18.2% | -13.0% | +31.2% | +17.2% |
| All | +18.2% | -8.4% | +26.6% | +17.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling