+48.8%
OUST vs IONS
-60.0%
+108.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +6.4% | -14.9% | -8.7% |
| 7D | -3.8% | -26.3% | +22.5% | -2.7% |
| 30D | +5.1% | -31.9% | +37.0% | +7.7% |
| 3M | -25.8% | -48.0% | +22.2% | -22.4% |
| 6M | -2.0% | -62.6% | +60.5% | -2.4% |
| YTD | +54.7% | -63.3% | +118.0% | +52.0% |
| 1Y | +48.8% | -58.4% | +107.2% | +41.4% |
| All | +48.8% | -60.0% | +108.8% | +41.4% |
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