+212.8%
EWY vs IONS
+35.4%
+177.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -4.1% |
| 7D | +1.2% | -4.3% | +5.5% | +1.7% |
| 30D | +9.3% | +0.4% | +8.9% | +9.1% |
| 3M | +2.4% | -24.1% | +26.5% | +4.5% |
| 6M | +40.3% | -26.4% | +66.7% | +43.6% |
| YTD | +88.0% | -29.7% | +117.7% | +93.4% |
| 1Y | +143.8% | -13.0% | +156.9% | +145.4% |
| All | +212.8% | +35.4% | +177.4% | +198.2% |
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 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