+70.2%
IWM vs IONS
-40.7%
+110.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.6% | +2.0% | -1.2% |
| 7D | +2.8% | -29.6% | +32.4% | +6.6% |
| 30D | +0.6% | -35.6% | +36.2% | +5.6% |
| 3M | -7.8% | -51.7% | +43.9% | +0.5% |
| 6M | -1.0% | -64.0% | +63.0% | +11.2% |
| YTD | +13.9% | -65.5% | +79.4% | +28.5% |
| 1Y | +15.4% | -62.4% | +77.9% | +28.6% |
| All | +70.2% | -40.7% | +110.8% | +66.5% |
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