+0.6%
META vs IONS
-59.1%
+59.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -1.9% |
| 7D | -0.2% | -29.4% | +29.2% | -2.2% |
| 30D | -15.4% | -35.1% | +19.8% | -17.3% |
| 3M | +5.0% | -48.9% | +53.9% | +1.9% |
| 6M | +5.2% | -62.4% | +67.6% | -0.8% |
| YTD | -4.5% | -64.2% | +59.7% | -10.1% |
| 1Y | +0.6% | -60.9% | +61.5% | -7.7% |
| All | +0.6% | -59.1% | +59.7% | -7.7% |
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