+25.2%
UAL vs IONS
-55.7%
+81.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -21.4% | +28.1% | +9.1% |
| 7D | +10.2% | -24.8% | +35.0% | +13.6% |
| 30D | +12.0% | -31.5% | +43.6% | +17.6% |
| 3M | -7.1% | -45.2% | +38.1% | +1.9% |
| 6M | +20.9% | -59.1% | +79.9% | +33.8% |
| YTD | +7.7% | -60.8% | +68.5% | +21.6% |
| All | +25.2% | -55.7% | +81.0% | +36.9% |
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 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