-58.4%
IONS vs URA
-29.3%
-29.1%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.6% | +8.0% | +6.6% |
| 7D | -26.3% | -1.5% | -24.7% | -26.2% |
| 30D | -31.9% | -10.4% | -21.5% | -30.9% |
| 3M | -48.0% | -29.6% | -18.4% | -45.5% |
| 6M | -62.6% | -40.3% | -22.3% | -60.0% |
| YTD | -63.3% | -25.5% | -37.8% | -62.0% |
| 1Y | -58.4% | -26.4% | -32.0% | -57.0% |
| All | -58.4% | -29.3% | -29.1% | -57.0% |
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