+100.2%
UAL vs IONS
-5.7%
+105.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -21.4% | +28.1% | +11.6% |
| 7D | +10.2% | -24.8% | +35.0% | +16.4% |
| 30D | +12.0% | -31.5% | +43.6% | +20.9% |
| 3M | -7.1% | -45.2% | +38.1% | +5.4% |
| 6M | +20.9% | -59.1% | +79.9% | +44.9% |
| YTD | +7.7% | -60.8% | +68.5% | +30.3% |
| 1Y | +23.6% | -57.9% | +81.4% | +46.8% |
| 3Y | +222.6% | -34.5% | +257.0% | +227.9% |
| 5Y | +127.9% | -8.8% | +136.8% | +107.7% |
| 10Y | +100.2% | -19.2% | +119.4% | +81.2% |
| All | +100.2% | -5.7% | +105.9% | +81.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling