-59.5%
IONS vs URA
-30.3%
-29.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -28.5% | +2.5% | -31.0% | -28.8% |
| 7D | -30.3% | +0.3% | -30.6% | -30.4% |
| 30D | -37.7% | -14.8% | -23.0% | -36.3% |
| 3M | -50.5% | -25.3% | -25.2% | -48.5% |
| 6M | -62.8% | -39.9% | -22.8% | -60.2% |
| YTD | -64.4% | -22.4% | -41.9% | -63.5% |
| 1Y | -59.5% | -29.0% | -30.5% | -58.3% |
| All | -59.5% | -30.3% | -29.2% | -58.3% |
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