+72.3%
EVRG vs IONS
+39.5%
+32.8%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.2% | +0.9% |
| 7D | +0.9% | -5.3% | +6.2% | +1.1% |
| 30D | -0.5% | +0.3% | -0.8% | -0.6% |
| 3M | +1.5% | -22.9% | +24.4% | +2.3% |
| 6M | +1.2% | -23.4% | +24.6% | +2.0% |
| YTD | +16.3% | -28.3% | +44.6% | +17.5% |
| 1Y | +20.3% | -7.0% | +27.3% | +20.1% |
| 3Y | +72.3% | +37.6% | +34.7% | +69.5% |
| All | +72.3% | +39.5% | +32.8% | +69.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling