-47.5%
INTU vs IONS
-55.7%
+8.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -21.4% | +20.4% | -2.3% |
| 7D | -3.9% | -24.8% | +20.9% | -5.6% |
| 30D | +11.7% | -31.5% | +43.3% | +8.9% |
| 3M | +4.5% | -45.2% | +49.7% | -0.4% |
| 6M | -13.9% | -59.1% | +45.2% | -18.8% |
| YTD | -48.2% | -60.8% | +12.6% | -52.5% |
| All | -47.5% | -55.7% | +8.3% | -52.7% |
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