-97.2%
IRE vs IONS
-57.5%
-39.7%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -21.4% | +18.9% | +9.1% |
| 7D | -15.5% | -24.8% | +9.3% | -1.9% |
| 30D | -70.4% | -31.5% | -38.9% | -63.5% |
| 3M | -81.6% | -45.2% | -36.4% | -74.7% |
| 6M | -94.7% | -59.1% | -35.6% | -92.3% |
| YTD | -91.8% | -60.8% | -30.9% | -87.2% |
| 1Y | -97.6% | -57.9% | -39.7% | -96.6% |
| All | -97.2% | -57.5% | -39.7% | -96.2% |
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