-35.6%
QID vs IONS
-8.4%
-27.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.4% |
| 7D | -1.9% | -8.7% | +6.7% | -2.4% |
| 30D | +1.7% | -1.6% | +3.3% | +1.7% |
| 3M | -3.9% | -24.9% | +21.0% | -2.5% |
| 6M | -30.0% | -25.7% | -4.3% | -28.7% |
| YTD | -28.2% | -29.2% | +1.0% | -27.3% |
| 1Y | -35.6% | -13.0% | -22.6% | -34.8% |
| All | -35.6% | -8.4% | -27.3% | -34.8% |
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 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