+7.8%
INDA vs IONS
+17.1%
-9.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.6% |
| 7D | +6.6% | -9.4% | +16.1% | +7.4% |
| 30D | +10.4% | -10.7% | +21.1% | +11.2% |
| 3M | +1.5% | -27.7% | +29.2% | +3.8% |
| 6M | +1.7% | -48.7% | +50.4% | +6.2% |
| YTD | -5.8% | -50.2% | +44.3% | -1.6% |
| 1Y | -5.1% | -46.8% | +41.7% | -1.3% |
| 3Y | +16.0% | -14.8% | +30.8% | +13.8% |
| All | +7.8% | +17.1% | -9.3% | +2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling