+139.2%
UAL vs IONS
+47.7%
+91.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | +0.7% | -4.8% | +5.6% | +1.9% |
| 30D | -16.1% | +7.2% | -23.3% | -17.7% |
| 3M | +6.1% | -22.7% | +28.8% | +11.1% |
| 6M | +10.8% | -26.9% | +37.7% | +17.9% |
| YTD | -0.4% | -26.6% | +26.2% | +5.6% |
| 1Y | +5.0% | -2.1% | +7.1% | +3.1% |
| 3Y | +124.0% | +43.4% | +80.6% | +85.0% |
| All | +139.2% | +47.7% | +91.4% | +77.7% |
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