+54.7%
ONTO vs IONS
-61.6%
+116.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.6% | +1.1% | -2.6% |
| 7D | +34.4% | -29.6% | +64.0% | +32.8% |
| 30D | -20.4% | -35.6% | +15.1% | -20.8% |
| 3M | -37.8% | -51.7% | +13.8% | -38.1% |
| 6M | -24.6% | -64.0% | +39.4% | -30.3% |
| YTD | +32.8% | -65.5% | +98.3% | +25.9% |
| 1Y | +54.7% | -62.4% | +117.1% | +42.8% |
| All | +54.7% | -61.6% | +116.4% | +42.8% |
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 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