+124.9%
ITUB vs IONS
+39.5%
+85.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.4% | +4.3% | +2.1% |
| 7D | +8.2% | -5.3% | +13.5% | +8.6% |
| 30D | +4.7% | +0.3% | +4.4% | +4.7% |
| 3M | +13.0% | -22.9% | +35.9% | +14.3% |
| 6M | +4.2% | -23.4% | +27.6% | +5.3% |
| YTD | +18.6% | -28.3% | +46.9% | +20.5% |
| 1Y | +31.3% | -7.0% | +38.3% | +31.5% |
| 3Y | +124.9% | +37.6% | +87.3% | +118.5% |
| All | +124.9% | +39.5% | +85.3% | +118.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling