+25.0%
IWM vs IONS
-7.3%
+32.3%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.2% |
| 7D | +1.4% | -5.3% | +6.7% | +1.9% |
| 30D | -2.3% | +0.3% | -2.5% | -2.4% |
| 3M | +4.0% | -22.9% | +26.8% | +4.1% |
| 6M | +17.9% | -23.4% | +41.3% | +18.1% |
| YTD | +20.2% | -28.3% | +48.5% | +21.9% |
| 1Y | +25.0% | -7.0% | +32.0% | +24.0% |
| All | +25.0% | -7.3% | +32.3% | +24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling