+54.5%
IONS vs UUUU
+132.1%
-77.6%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.2% |
| 7D | -8.7% | +1.8% | -10.5% | -8.8% |
| 30D | -1.6% | +1.8% | -3.4% | -1.9% |
| 3M | -24.9% | +1.3% | -26.1% | -25.5% |
| 6M | -25.7% | -26.8% | +1.1% | -24.3% |
| YTD | -29.2% | +0.1% | -29.3% | -31.5% |
| 1Y | -13.0% | +11.2% | -24.3% | -19.0% |
| 3Y | +35.9% | +97.7% | -61.8% | +9.3% |
| 5Y | +54.5% | +127.3% | -72.8% | +17.3% |
| All | +54.5% | +132.1% | -77.6% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling