-93.7%
IRE vs IONS
-62.7%
-31.0%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +0.5% | +11.6% | +12.0% |
| 7D | -15.1% | -29.4% | +14.3% | -6.6% |
| 30D | -71.4% | -35.1% | -36.2% | -67.8% |
| 3M | -81.2% | -48.9% | -32.3% | -78.2% |
| 6M | -93.7% | -62.4% | -31.3% | -92.2% |
| All | -93.7% | -62.7% | -31.0% | -92.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling