-44.0%
INFQ vs IONS
-66.0%
+22.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -3.6% | -3.7% | -6.5% |
| 7D | +17.3% | -29.6% | +47.0% | +25.0% |
| 30D | -13.6% | -35.6% | +22.0% | -4.7% |
| 3M | -29.4% | -51.7% | +22.3% | -15.7% |
| 6M | -33.4% | -64.0% | +30.6% | -22.3% |
| All | -44.0% | -66.0% | +22.0% | -36.7% |
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