+24.7%
UAL vs IONS
-59.1%
+83.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.9% |
| 7D | +2.3% | -29.4% | +31.7% | +5.9% |
| 30D | +13.3% | -35.1% | +48.5% | +19.3% |
| 3M | -6.3% | -48.9% | +42.6% | +3.6% |
| 6M | +22.5% | -62.4% | +84.9% | +36.9% |
| YTD | +5.9% | -64.2% | +70.0% | +21.1% |
| 1Y | +24.7% | -60.9% | +85.6% | +38.0% |
| All | +24.7% | -59.1% | +83.8% | +38.0% |
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