+99.7%
ONTO vs IONS
+43.7%
+56.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.2% | +6.2% |
| 7D | -1.0% | -4.8% | +3.8% | -0.3% |
| 30D | -2.9% | +7.2% | -10.1% | -4.0% |
| 3M | -2.5% | -22.7% | +20.2% | -1.0% |
| 6M | +28.2% | -26.9% | +55.1% | +31.7% |
| YTD | +69.8% | -26.6% | +96.3% | +74.0% |
| 1Y | +162.9% | -2.1% | +165.0% | +152.5% |
| All | +99.7% | +43.7% | +56.0% | +69.8% |
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