-68.0%
U vs IONS
+51.6%
-119.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.0% | +3.5% |
| 7D | +4.5% | -5.3% | +9.8% | +6.5% |
| 30D | -0.6% | +0.3% | -0.8% | -1.1% |
| 3M | +48.4% | -22.9% | +71.3% | +58.6% |
| 6M | +115.4% | -23.4% | +138.8% | +129.7% |
| YTD | -3.2% | -28.3% | +25.1% | +5.9% |
| 1Y | -6.0% | -7.0% | +1.0% | -9.7% |
| 3Y | +13.5% | +37.6% | -24.2% | -21.2% |
| 5Y | -68.0% | +53.4% | -121.4% | -79.8% |
| All | -68.0% | +51.6% | -119.6% | -79.8% |
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