-80.8%
QID vs IONS
+51.6%
-132.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | -0.4% |
| 7D | -2.7% | -5.3% | +2.6% | -4.3% |
| 30D | +1.8% | +0.3% | +1.5% | +2.0% |
| 3M | -2.2% | -22.9% | +20.7% | -8.3% |
| 6M | -32.1% | -23.4% | -8.7% | -36.2% |
| YTD | -28.6% | -28.3% | -0.3% | -34.1% |
| 1Y | -36.3% | -7.0% | -29.3% | -35.5% |
| 3Y | -74.4% | +37.6% | -112.0% | -66.7% |
| 5Y | -80.8% | +53.4% | -134.2% | -69.5% |
| All | -80.8% | +51.6% | -132.4% | -69.5% |
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