+735.5%
ONDS vs IONS
+39.5%
+696.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.5% |
| 7D | +8.2% | -5.3% | +13.5% | +9.4% |
| 30D | -16.4% | +0.3% | -16.6% | -16.4% |
| 3M | -26.0% | -22.9% | -3.1% | -23.6% |
| 6M | -22.5% | -23.4% | +0.9% | -20.1% |
| YTD | -21.9% | -28.3% | +6.4% | -18.2% |
| 1Y | +25.7% | -7.0% | +32.8% | +25.3% |
| 3Y | +735.5% | +37.6% | +697.9% | +792.9% |
| All | +735.5% | +39.5% | +696.0% | +792.9% |
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