+87.5%
U vs IONS
-36.9%
+124.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.4% | -1.2% | +4.2% |
| 7D | +2.6% | -26.3% | +28.8% | +7.1% |
| 30D | +27.6% | -31.9% | +59.5% | +34.8% |
| 3M | +15.3% | -48.0% | +63.3% | +27.5% |
| 6M | +96.4% | -62.6% | +158.9% | +127.7% |
| YTD | +19.6% | -63.3% | +82.8% | +38.8% |
| 1Y | +42.1% | -58.4% | +100.5% | +59.7% |
| 3Y | +87.5% | -38.2% | +125.8% | +64.9% |
| All | +87.5% | -36.9% | +124.4% | +64.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling