-22.3%
QID vs IONS
-59.1%
+36.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.5% | -5.1% | -4.6% |
| 7D | -1.1% | -29.4% | +28.3% | -2.6% |
| 30D | +14.4% | -35.1% | +49.5% | +11.7% |
| 3M | +6.7% | -48.9% | +55.5% | +2.8% |
| 6M | +2.6% | -62.4% | +65.0% | +0.4% |
| YTD | -24.2% | -64.2% | +40.0% | -25.5% |
| 1Y | -22.3% | -60.9% | +38.6% | -19.7% |
| All | -22.3% | -59.1% | +36.8% | -19.7% |
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 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