-44.9%
IONS vs URA
-32.2%
-12.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.5% |
| 7D | -10.6% | -10.5% | 0.0% | -9.1% |
| 30D | -7.7% | -18.6% | +10.9% | -5.0% |
| 3M | -27.1% | -23.0% | -4.1% | -24.4% |
| 6M | -46.8% | -40.3% | -6.5% | -43.2% |
| YTD | -49.2% | -23.5% | -25.8% | -47.6% |
| 1Y | -44.9% | -31.1% | -13.8% | -42.9% |
| All | -44.9% | -32.2% | -12.8% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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