-60.9%
IONS vs SUI
-3.0%
-57.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | -29.4% | -2.4% | -27.0% | -29.2% |
| 30D | -35.1% | +3.3% | -38.5% | -35.6% |
| 3M | -48.9% | +0.7% | -49.6% | -48.8% |
| 6M | -62.4% | -4.1% | -58.3% | -62.2% |
| YTD | -64.2% | -1.8% | -62.4% | -64.7% |
| 1Y | -60.9% | -4.1% | -56.8% | -59.9% |
| All | -60.9% | -3.0% | -57.9% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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