+37.5%
ONTO vs IONS
-55.7%
+93.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -21.4% | +33.3% | +11.0% |
| 7D | +1.4% | -24.8% | +26.2% | +0.8% |
| 30D | -34.1% | -31.5% | -2.6% | -34.3% |
| 3M | -37.1% | -45.2% | +8.1% | -37.5% |
| 6M | -31.8% | -59.1% | +27.2% | -37.2% |
| YTD | +22.9% | -60.8% | +83.7% | +16.1% |
| All | +37.5% | -55.7% | +93.3% | +29.1% |
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