-44.8%
ONDS vs IONS
-14.9%
-29.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.7% |
| 7D | +8.7% | -29.4% | +38.2% | +19.7% |
| 30D | -14.1% | -35.1% | +21.0% | -2.5% |
| 3M | -41.2% | -48.9% | +7.7% | -27.8% |
| 6M | -39.2% | -62.4% | +23.2% | -19.3% |
| YTD | -41.3% | -64.2% | +22.9% | -21.0% |
| 1Y | -1.2% | -60.9% | +59.7% | +29.0% |
| 3Y | +847.1% | -38.9% | +886.0% | +881.7% |
| 5Y | -44.8% | -15.6% | -29.2% | -60.0% |
| All | -44.8% | -14.9% | -29.9% | -60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling