+341.5%
ONTO vs IONS
-28.1%
+369.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -3.4% | -12.2% | -14.6% |
| 7D | -29.7% | -12.6% | -17.1% | -26.7% |
| 30D | -50.3% | -11.8% | -38.5% | -48.3% |
| 3M | -43.5% | -28.4% | -15.1% | -37.7% |
| 6M | -48.9% | -48.4% | -0.4% | -39.8% |
| YTD | -1.2% | -51.0% | +49.8% | +17.9% |
| 1Y | +14.9% | -48.0% | +62.9% | +34.1% |
| 3Y | +31.2% | -17.8% | +49.0% | +22.2% |
| 5Y | +68.1% | +15.2% | +52.9% | +28.5% |
| All | +341.5% | -28.1% | +369.6% | +310.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling