+112.3%
UAL vs IONS
+17.1%
+95.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.6% |
| 7D | +8.2% | -9.4% | +17.6% | +10.8% |
| 30D | +2.3% | -10.7% | +13.1% | +5.2% |
| 3M | -12.7% | -27.7% | +15.0% | -5.7% |
| 6M | +12.7% | -48.7% | +61.4% | +30.7% |
| YTD | +0.8% | -50.2% | +51.0% | +17.7% |
| 1Y | +17.8% | -46.8% | +64.6% | +35.0% |
| 3Y | +206.7% | -14.8% | +221.5% | +189.5% |
| All | +112.3% | +17.1% | +95.2% | +71.0% |
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 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