-22.0%
QID vs IONS
-44.5%
+22.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.2% | -1.9% |
| 7D | +9.8% | -10.6% | +20.4% | +8.7% |
| 30D | +18.9% | -7.7% | +26.6% | +18.1% |
| 3M | +9.6% | -27.1% | +36.7% | +7.7% |
| 6M | -7.8% | -46.8% | +39.0% | -8.1% |
| YTD | -23.3% | -49.2% | +25.9% | -23.4% |
| 1Y | -22.0% | -44.9% | +22.9% | -20.6% |
| All | -22.0% | -44.5% | +22.5% | -20.6% |
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