-97.1%
IRE vs IONS
-46.0%
-51.1%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.6% | +1.6% | +38.0% | +38.5% |
| 7D | -27.2% | -9.4% | -17.8% | -21.7% |
| 30D | -75.1% | -10.7% | -64.4% | -72.9% |
| 3M | -77.9% | -27.7% | -50.2% | -73.3% |
| 6M | -94.6% | -48.7% | -45.9% | -92.8% |
| YTD | -91.5% | -50.2% | -41.4% | -88.2% |
| 1Y | -97.8% | -46.8% | -51.0% | -97.2% |
| All | -97.1% | -46.0% | -51.1% | -96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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