+5.6%
META vs IONS
-60.0%
+65.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.4% | -3.5% | +3.3% |
| 7D | +5.2% | -26.3% | +31.5% | +3.2% |
| 30D | -13.0% | -31.9% | +18.9% | -14.8% |
| 3M | +7.9% | -48.0% | +55.9% | +4.8% |
| 6M | +4.2% | -62.6% | +66.8% | -0.7% |
| YTD | -2.5% | -63.3% | +60.7% | -8.2% |
| 1Y | +5.6% | -58.4% | +64.0% | -4.3% |
| All | +5.6% | -60.0% | +65.5% | -4.3% |
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