-34.1%
INTU vs IONS
-36.9%
+2.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.4% | -6.0% | +0.1% |
| 7D | +0.1% | -26.3% | +26.3% | +1.4% |
| 30D | +10.1% | -31.9% | +42.0% | +12.0% |
| 3M | -4.2% | -48.0% | +43.8% | -1.3% |
| 6M | -7.2% | -62.6% | +55.3% | -2.9% |
| YTD | -47.7% | -63.3% | +15.6% | -45.3% |
| 1Y | -46.7% | -58.4% | +11.7% | -45.1% |
| 3Y | -34.1% | -38.2% | +4.2% | -38.4% |
| All | -34.1% | -36.9% | +2.8% | -38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling