+251.3%
UAL vs IONS
+915.6%
-664.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | +0.7% | -4.8% | +5.6% | +2.1% |
| 30D | -16.1% | +7.2% | -23.3% | -17.8% |
| 3M | +6.1% | -22.7% | +28.8% | +12.0% |
| 6M | +10.8% | -26.9% | +37.7% | +18.9% |
| YTD | -0.4% | -26.6% | +26.2% | +6.5% |
| 1Y | +5.0% | -2.1% | +7.1% | +3.3% |
| 3Y | +124.0% | +43.4% | +80.6% | +87.7% |
| 5Y | +141.0% | +47.0% | +94.0% | +93.7% |
| 10Y | +118.0% | +97.2% | +20.8% | +39.5% |
| All | +251.3% | +915.6% | -664.2% | -14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling