-74.5%
STLA vs IONS
-11.8%
-62.6%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.4% | -7.4% | -2.1% |
| 7D | -13.8% | -26.3% | +12.5% | -9.8% |
| 30D | -10.5% | -31.9% | +21.4% | -5.2% |
| 3M | -28.9% | -48.0% | +19.1% | -21.4% |
| 6M | -49.7% | -62.6% | +12.8% | -41.9% |
| YTD | -64.9% | -63.3% | -1.7% | -59.5% |
| 1Y | -64.0% | -58.4% | -5.6% | -59.4% |
| 3Y | -77.4% | -38.2% | -39.2% | -77.6% |
| All | -74.5% | -11.8% | -62.6% | -76.8% |
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