-76.9%
QID vs IONS
-11.1%
-65.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -21.4% | +14.5% | -12.7% |
| 7D | -0.8% | -24.8% | +24.1% | -8.1% |
| 30D | +20.1% | -31.5% | +51.6% | +8.5% |
| 3M | +11.8% | -45.2% | +57.0% | -5.0% |
| 6M | +5.5% | -59.1% | +64.6% | -16.9% |
| YTD | -21.5% | -60.8% | +39.3% | -38.6% |
| 1Y | -22.6% | -57.9% | +35.2% | -37.8% |
| 3Y | -72.3% | -34.5% | -37.8% | -71.4% |
| 5Y | -76.9% | -8.8% | -68.1% | -67.2% |
| All | -76.9% | -11.1% | -65.7% | -67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling