-56.1%
STLA vs IONS
-47.1%
-8.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.4% |
| 7D | -4.5% | -9.4% | +4.9% | -3.5% |
| 30D | -3.9% | -10.7% | +6.8% | -2.7% |
| 3M | -20.2% | -27.7% | +7.5% | -18.5% |
| 6M | -42.2% | -48.7% | +6.5% | -40.0% |
| YTD | -59.3% | -50.2% | -9.1% | -58.8% |
| 1Y | -56.1% | -46.8% | -9.2% | -56.4% |
| All | -56.1% | -47.1% | -8.9% | -56.4% |
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