-37.3%
ONON vs IONS
-13.5%
-23.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.1% |
| 7D | -5.3% | -4.3% | -1.1% | -5.1% |
| 30D | -13.1% | +0.4% | -13.5% | -13.2% |
| 3M | -29.3% | -24.1% | -5.2% | -29.6% |
| 6M | -34.5% | -26.4% | -8.1% | -34.1% |
| YTD | -42.2% | -29.7% | -12.6% | -41.6% |
| 1Y | -37.3% | -13.0% | -24.3% | -40.0% |
| All | -37.3% | -13.5% | -23.9% | -40.0% |
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 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