+30.4%
ONDS vs IONS
-13.5%
+43.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.4% |
| 7D | -5.0% | -4.3% | -0.7% | -3.9% |
| 30D | -25.6% | +0.4% | -26.0% | -25.5% |
| 3M | -22.1% | -24.1% | +2.0% | -22.0% |
| 6M | -27.6% | -26.4% | -1.1% | -26.6% |
| YTD | -25.7% | -29.7% | +3.9% | -22.4% |
| 1Y | +30.4% | -13.0% | +43.4% | +7.1% |
| All | +30.4% | -13.5% | +43.8% | +7.1% |
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