+47.7%
IONS vs URA
+114.7%
-67.1%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | -4.8% | +1.1% | -5.9% | -5.0% |
| 30D | +7.2% | +7.4% | -0.2% | +6.3% |
| 3M | -22.7% | -8.4% | -14.3% | -22.1% |
| 6M | -26.9% | -12.7% | -14.2% | -26.3% |
| YTD | -26.6% | +7.8% | -34.4% | -27.9% |
| 1Y | -2.1% | +19.5% | -21.6% | -5.8% |
| All | +47.7% | +114.7% | -67.1% | +27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling