-71.3%
QS vs IONS
-44.5%
-26.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.7% | +8.2% | +7.7% |
| 7D | +4.5% | -10.6% | +15.1% | +7.0% |
| 30D | -4.1% | -7.7% | +3.6% | -2.4% |
| 3M | -22.1% | -27.1% | +4.9% | -17.5% |
| 6M | -38.4% | -46.8% | +8.4% | -34.8% |
| YTD | -57.5% | -49.2% | -8.2% | -53.7% |
| 1Y | -71.3% | -44.9% | -26.4% | -70.5% |
| All | -71.3% | -44.5% | -26.8% | -70.5% |
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 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