-4.5%
INDA vs IONS
-59.8%
+55.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.1% | +9.7% | +0.9% |
| 7D | +6.2% | -30.3% | +36.5% | +7.4% |
| 30D | +12.4% | -37.7% | +50.1% | +14.3% |
| 3M | +3.2% | -50.5% | +53.6% | +6.1% |
| 6M | +3.8% | -62.8% | +66.5% | +6.8% |
| YTD | -4.3% | -64.4% | +60.1% | -1.6% |
| 1Y | -4.5% | -59.5% | +55.0% | -2.9% |
| All | -4.5% | -59.8% | +55.3% | -2.9% |
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