+122.9%
INDA vs IONS
+223.3%
-100.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.1% | +9.7% | +1.4% |
| 7D | +6.2% | -30.3% | +36.5% | +9.4% |
| 30D | +12.4% | -37.7% | +50.1% | +16.9% |
| 3M | +3.2% | -50.5% | +53.6% | +9.5% |
| 6M | +3.8% | -62.8% | +66.5% | +12.6% |
| YTD | -4.3% | -64.4% | +60.1% | +4.1% |
| 1Y | -4.5% | -59.5% | +55.0% | +2.6% |
| 3Y | +17.1% | -39.2% | +56.3% | +18.7% |
| 5Y | +11.0% | -15.3% | +26.4% | +7.1% |
| 10Y | +107.5% | -31.2% | +138.7% | +99.6% |
| All | +122.9% | +223.3% | -100.3% | +74.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling