+30.7%
ONON vs IONS
-38.5%
+69.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -10.1% | -29.4% | +19.3% | -7.1% |
| 30D | -1.8% | -35.1% | +33.3% | +2.4% |
| 3M | +12.3% | -48.9% | +61.2% | +20.0% |
| 6M | +2.0% | -62.4% | +64.4% | +11.9% |
| YTD | -25.3% | -64.2% | +38.9% | -17.6% |
| 1Y | -1.3% | -60.9% | +59.6% | +7.5% |
| All | +30.7% | -38.5% | +69.1% | +24.8% |
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