-43.2%
INTU vs IONS
-11.8%
-31.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.4% | -6.0% | -0.5% |
| 7D | +0.1% | -26.3% | +26.3% | +4.0% |
| 30D | +10.1% | -31.9% | +42.0% | +15.7% |
| 3M | -4.2% | -48.0% | +43.8% | +4.6% |
| 6M | -7.2% | -62.6% | +55.3% | +5.6% |
| YTD | -47.7% | -63.3% | +15.6% | -40.6% |
| 1Y | -46.7% | -58.4% | +11.7% | -41.0% |
| 3Y | -34.1% | -38.2% | +4.2% | -35.8% |
| All | -43.2% | -11.8% | -31.4% | -52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling