-62.6%
IONS vs SUNB
+13.7%
-76.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.8% | +5.6% | +6.5% |
| 7D | -26.3% | +6.7% | -33.0% | -25.5% |
| 30D | -31.9% | +8.7% | -40.7% | -31.1% |
| 3M | -48.0% | +1.6% | -49.6% | -48.0% |
| 6M | -62.6% | +9.6% | -72.2% | -61.9% |
| All | -62.6% | +13.7% | -76.2% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 6mo: compounded portfolio wealth divided by compounded SUNB 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…
6mo analysis · Full analysis span regression · 6 months rolling