-59.5%
IONS vs SUI
-2.0%
-57.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -0.9% | -8.2% | -8.9% |
| 7D | -30.3% | +3.4% | -33.7% | -30.7% |
| 30D | -37.7% | +4.6% | -42.3% | -38.4% |
| 3M | -50.5% | +1.6% | -52.1% | -50.5% |
| 6M | -62.8% | -3.5% | -59.3% | -62.6% |
| YTD | -64.4% | -1.0% | -63.4% | -65.0% |
| 1Y | -59.5% | -1.7% | -57.7% | -59.4% |
| All | -59.5% | -2.0% | -57.5% | -59.4% |
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