+16.7%
U vs IONS
-59.8%
+76.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.1% | +6.9% | -2.2% |
| 7D | +24.4% | -30.3% | +54.6% | +23.8% |
| 30D | +7.4% | -37.7% | +45.1% | +6.9% |
| 3M | +16.8% | -50.5% | +67.3% | +16.3% |
| 6M | +78.8% | -62.8% | +141.5% | +73.5% |
| YTD | +14.0% | -64.4% | +78.3% | +11.3% |
| 1Y | +16.7% | -59.5% | +76.2% | +8.8% |
| All | +16.7% | -59.8% | +76.5% | +8.8% |
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 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