+30.0%
S vs IONS
-61.6%
+91.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -3.6% | -2.7% | -6.6% |
| 7D | +4.1% | -29.6% | +33.7% | +1.0% |
| 30D | -7.2% | -35.6% | +28.4% | -10.2% |
| 3M | 0.0% | -51.7% | +51.6% | -6.1% |
| 6M | +41.6% | -64.0% | +105.6% | +29.2% |
| YTD | +48.6% | -65.5% | +114.1% | +33.6% |
| 1Y | +30.0% | -62.4% | +92.5% | +13.1% |
| All | +30.0% | -61.6% | +91.7% | +13.1% |
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