+206.7%
UAL vs IONS
-16.4%
+223.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.7% |
| 7D | +8.2% | -9.4% | +17.6% | +10.2% |
| 30D | +2.3% | -10.7% | +13.1% | +4.6% |
| 3M | -12.7% | -27.7% | +15.0% | -7.2% |
| 6M | +12.7% | -48.7% | +61.4% | +26.3% |
| YTD | +0.8% | -50.2% | +51.0% | +13.7% |
| 1Y | +17.8% | -46.8% | +64.6% | +31.0% |
| 3Y | +206.7% | -14.8% | +221.5% | +181.4% |
| All | +206.7% | -16.4% | +223.1% | +181.4% |
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