-2.6%
EXPE vs IONS
-55.7%
+53.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -21.4% | +21.3% | +0.7% |
| 7D | -13.3% | -24.8% | +11.5% | -12.5% |
| 30D | -5.5% | -31.5% | +26.0% | -4.4% |
| 3M | -16.5% | -45.2% | +28.7% | -15.5% |
| 6M | +13.1% | -59.1% | +72.1% | +12.8% |
| YTD | -8.0% | -60.8% | +52.8% | -10.3% |
| All | -2.6% | -55.7% | +53.2% | -7.9% |
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