+147.8%
EWY vs IONS
-14.8%
+162.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.6% | +5.8% | +3.6% |
| 7D | -0.1% | -6.7% | +6.6% | +0.9% |
| 30D | +7.3% | -4.1% | +11.4% | +7.7% |
| 3M | -5.1% | -26.6% | +21.4% | -4.5% |
| 6M | +42.1% | -27.5% | +69.6% | +43.8% |
| YTD | +94.1% | -31.5% | +125.6% | +99.4% |
| 1Y | +147.8% | -15.3% | +163.2% | +152.4% |
| All | +147.8% | -14.8% | +162.7% | +152.4% |
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