+221.6%
INTU vs IONS
+98.1%
+123.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | -7.1% | -4.8% | -2.2% | -6.3% |
| 30D | +1.5% | +7.2% | -5.7% | 0.0% |
| 3M | +10.7% | -22.7% | +33.3% | +14.6% |
| 6M | -23.8% | -26.9% | +3.0% | -20.6% |
| YTD | -49.3% | -26.6% | -22.7% | -47.4% |
| 1Y | -49.7% | -2.1% | -47.5% | -50.8% |
| 3Y | -38.0% | +43.4% | -81.4% | -46.7% |
| 5Y | -38.7% | +47.0% | -85.7% | -48.8% |
| All | +221.6% | +98.1% | +123.6% | +157.1% |
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