+235.3%
INTU vs IONS
-5.7%
+241.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -21.4% | +20.4% | +2.9% |
| 7D | -3.9% | -24.8% | +20.9% | +0.6% |
| 30D | +11.7% | -31.5% | +43.3% | +18.9% |
| 3M | +4.5% | -45.2% | +49.7% | +15.4% |
| 6M | -13.9% | -59.1% | +45.2% | -0.7% |
| YTD | -48.2% | -60.8% | +12.6% | -40.1% |
| 1Y | -47.1% | -57.9% | +10.7% | -39.9% |
| 3Y | -32.5% | -34.5% | +2.0% | -33.0% |
| 5Y | -42.6% | -8.8% | -33.7% | -48.6% |
| 10Y | +235.3% | -19.2% | +254.5% | +213.9% |
| All | +235.3% | -5.7% | +241.0% | +213.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling